Edward Jones - Financial Advisor: Raymond Romero III, CFP®|AAMS®
5.02 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: Raymond Romero III, CFP®|AAMS®
206B E Main Street, New Iberia, LA
70560, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- OTOwens Flight TrainingFeb 20, 20255.0We have been working with Raymond Romero for 6 years now. He handles all our retirement accounts and is always available for questions. He keeps us informed with regular updates and adjustments as needed. If you're looking for a knowledgeable and dedicated advisor, I highly recommend Raymond Romero at Edward Jones.
- JTJoey ThibodeauxFeb 12, 20255.0Easy, going down to earth just real people trying to help. They have always treated me like family.
Frequently Asked Questions About Edward Jones - Financial Advisor: Raymond Romero III, CFP®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Raymond Romero III?
The financial advisor offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Raymond Romero III located?
The office is located at 206B E Main Street, New Iberia, LA 70560, United States.
What are the business hours for Edward Jones - Financial Advisor: Raymond Romero III?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Raymond Romero III?
Appointments can be scheduled via the contact page at https://www.edwardjones.com/us-en/financial-advisor/raymond-romero/contact/.
Does the advisor speak multiple languages?
The services are provided in English.
How can I contact Raymond Romero III by phone or email?
You can call at +1 337-367-8113 or email raymond.romero@edwardjones.com for inquiries.
What online resources are available to help with retirement planning?
You can use the Edward Jones Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to prepare for your retirement.
What nearby places can I visit after my meeting at Edward Jones?
Nearby you can visit the Bayou Teche Museum, an art and history museum, or enjoy a show at the Sliman Theatre for the Performing Arts.
Are there convenient banking options near Edward Jones - Financial Advisor for transaction needs?
Yes, Regions Bank is located nearby providing convenient retail banking services for your transaction needs.
What local businesses near Edward Jones might be helpful for personal grooming or beauty services?
Southern Belle's Salon, Shades of Beauty Salon & Brow Bar, Lucky Nail and Spa, and Caviar Smilez LLC are nearby places offering hair, beauty, nail, and spa services.