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.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jay Shafferman
What are the regular business hours for Edward Jones - Financial Advisor: Jay Shafferman?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 4:00 PM. The office is closed on Saturdays and Sundays, but appointments can be scheduled on weekends by request.
Where is Edward Jones - Financial Advisor: Jay Shafferman located?
It is located at 100 Mallard Creek Road, Suite 121, Louisville, KY 40207, USA.
How can I contact Edward Jones - Financial Advisor: Jay Shafferman?
You can contact the office by phone at +1 502-893-6898 or via email at jay.shafferman@edwardjones.com.
What services does Edward Jones - Financial Advisor: Jay Shafferman offer?
Services include financial advisory, investment management, stocks and bonds brokerage, retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Does Edward Jones - Financial Advisor: Jay Shafferman offer personalized financial advice?
Yes, Edward Jones provides personalized advice through face-to-face consultations designed to fit individual financial goals and needs.
Is it possible to schedule an appointment on weekends at Edward Jones - Financial Advisor: Jay Shafferman?
Yes, appointments on Saturdays and Sundays are available by appointment only.
Where can I find online resources or tools for retirement planning from Edward Jones?
You can try their retirement savings calculator available on their featured message link: https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there medical facilities near Edward Jones - Financial Advisor: Jay Shafferman where I could visit before or after my appointment?
Yes, several nearby medical facilities include Cardiovascular Specialists, Meredith Irwin, MD, Norton Children's Medical Group - Lakeview, and Norton Community Medical Associates - Mallard Creek, which might be convenient for combined appointments or health consultations.
What legal services are located near Edward Jones - Financial Advisor: Jay Shafferman that clients could access?
Nearby legal service providers include Barnett Porter & Dunn, Usellis Mayer and Associates, and Wilson Elser, making it convenient for clients needing financial and legal consultations in the same area.
Are there other financial or related business services near Edward Jones - Financial Advisor: Jay Shafferman?
Yes, nearby financial or related services include PrimeLending, A PlainsCapital Company, and Stonewood Financial, which provide additional financial services and support.