Edward Jones - Financial Advisor: Adam Robertson, CFP®|ChFC®|CEPA®|AAMS®
5.038 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: Adam Robertson, CFP®|ChFC®|CEPA®|AAMS®
322 US Highway 41 207, Schererville, IN
46375, United States
Hours
Reviews
5.0
38 reviews
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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.
- EVEd VOct 20, 20205.0Adam has assisted myself and my parents in not just reaching their financial investment goals but exceeding them. He is an analytical beast that determines what best suits your financial situation and goals. You will be impressed with Adam's financial knowledge and financial prowess especially in today's high market volatility.
- JFJoseph FritzOct 13, 20205.0Working with Adam has been nothing short of an awesome and easy experience! I was nervous going to an financial advisor because I lacked the knowledge of where to invest and how to do it. I was tired of my savings account getting me close to nothing in interest so I finally made that call. I couldn’t be happier that I did! Adam explained things to me in normal terms not some fancy lingo that I couldn’t understand. He helped me set up my kids college funds and also put a little nest egg together for my wife and I. All of this while working within my budget. He helped put my worries of never being able to retire at ease. I can’t say enough good things about him. Even though I didn’t have a ton to invest I was treated like a million dollar customer. Unlike some other places I went where I wasn’t treated like I mattered. I would strongly suggest giving him a call for any investment needs!
- TMTony MitidieroDec 5, 20195.0I cannot speak highly enough of Adam. I've met many investment advisors in my career and I have never met any with the combination of knowledge (he is INSANELY smart), compassion, integrity, and personal passion for helping others. I am comforted I am in a good position having Adam as my advisor. The man can change your whole world for the positive. I highly recommend him to any serious individual.
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.