Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS®
5.04 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS®
1331 Baker Place, Bluffton, IN
46714, United States
Hours
Reviews
5.0
4 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star0
- AGAnn GerberApr 22, 20215.0Amazing advisor and friend. He listens to his clients. I just recently divorced and he has been a wonderful advocate in directing me in my assets. Everyone in the office are on the same page! Quality service, intelligent investor! Highly recommended!
- SGS GerberSep 29, 20205.0Great place, professional service, good wealth building advice, large new fish tank, plenty of parking.
- BFBlake & Taye FiechterMay 16, 20175.0A Great Guy To Use! Their Staff Is Great and He Was Super Helpful At Telling Us What He Thought Would Be Best for US!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy M Todd, CFP®|RICP®|AAMS®
What services does Edward Jones - Financial Advisor: Jeremy M Todd offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Jeremy M Todd located?
The office is located at 1331 Baker Place, Bluffton, IN 46714, United States.
What are the business hours of Edward Jones - Financial Advisor: Jeremy M Todd?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM, closed on weekends.
How can I contact Edward Jones - Financial Advisor: Jeremy M Todd?
You can contact them via phone at +1 260-824-0686 or email at jeremy.todd@edwardjones.com.
Is there an online way to schedule a consultation with Jeremy M Todd?
Yes, appointments can be scheduled through their online contact page: https://www.edwardjones.com/us-en/financial-advisor/jeremy-todd/contact/
Are there mobile apps available for Edward Jones?
Yes, Edward Jones has mobile apps available on Android and iOS platforms.
What nearby banks can help when visiting Edward Jones - Financial Advisor: Jeremy M Todd?
Nearby banks include First Merchants Bank, MarkleBank, Iab Financial Bank, and ProFed Federal Credit Union, which may assist with financial transactions when visiting.
Are there any nearby insurance agencies close to Edward Jones' office?
Nearby insurance agencies include Indiana Farm Bureau Insurance, Senior MoneyLife, and Goosehead Insurance - Joseph Guardiola, which may provide additional insurance services.
What nearby healthcare providers are located near Edward Jones' office for convenient access?
Nearby healthcare providers include Bluffton Dental Clinic, Taylor Blake DDS, Riverstone Dental, The Hearing Center - Bluffton, and Sell Chiropractic Clinic for various health needs.
What is a useful online tool recommended by Edward Jones for planning retirement?
Edward Jones recommends using their Retirement Savings Calculator to help clients prepare for retirement.