Edward Jones - Financial Advisor: Adam Robertson, CFP®|ChFC®|CEPA®|AAMS®
5.038 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Adam Robertson, CFP®|ChFC®|CEPA®|AAMS®
322 US Highway 41 207, Schererville, IN
46375, United States
Hours
Reviews
5.0
38 reviews
5 stars
38
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- JJJay JankusOct 9, 20255.0Money decisions can feel overwhelming, but with Adam, you feel like you’re in good hands. I’ve known him for a long time, and his advice has always been steady, practical, and trustworthy. He makes the complicated feel manageable.
- EJErin JankusOct 9, 20255.0Adam is such a reliable and trustworthy professional. You can tell he truly cares about helping people make the best choices for their financial future. I highly recommend him if you’re looking for guidance.
- NONICK OLLEARISNov 12, 20245.0Where to put your money is always a hard question to ask. Adam does a fantastic job of educating and coming up with a roadmap to follow. Highly recommend him and his team!
- KBKristin BuishasDec 16, 20205.0Adam Robertson is the Best! He takes the time to explain everything and educates me about my money-not just manage it. I highly recommend working with him!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam Robertson, CFP®|ChFC®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Adam Robertson offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Adam Robertson?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are available by appointment only.
How can I schedule an appointment with Adam Robertson at Edward Jones?
Appointments can be scheduled through the contact page on the Edward Jones website provided, or by contacting their main phone number.
What forms of contact are available for Edward Jones - Financial Advisor Adam Robertson?
You can contact Adam Robertson via phone at +1 219-961-2016 or email at adam.robertson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Adam Robertson located?
The office is located at 322 US Highway 41 207, Schererville, Indiana, 46375, United States.
Does Edward Jones offer any online or mobile app options for clients?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help clients manage their investments and access financial tools.
Which nearby medical professionals can clients visit around Edward Jones in Schererville?
Nearby medical professionals include Dr. Jay Platt DDS (dentist), Galante Gustavo (cosmetic and plastic surgeon), and University of Chicago Health Specialist (doctor and hospital). These can be helpful if you need medical or dental services close to your financial advisor's location.
Are there any nearby dining options close to Edward Jones - Adam Robertson's office?
Yes, clients can enjoy local restaurants nearby such as Buona (Italian and fast food), Steak 'n Shake (American and burgers), and McAlister’s Deli (sandwiches and salads) before or after their appointment.
What nearby services might complement a visit to Edward Jones in Schererville?
Nearby complementary services include Proper Title (insurance agency), Hinshaw & Culbertson LLP (law firm specializing in bankruptcy and family law), and LensCrafters (optometrist and eyewear). These can be helpful for clients managing various aspects of their financial and personal planning.
How does Edward Jones ensure my personal and financial information is protected?
Edward Jones has a Privacy and Security page detailing their data usage and protection policies to secure your personal and financial information throughout your financial journey.