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: Stephen Newman
296 N Main St, East Longmeadow, MA
01028, United States
Reviews
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- ECElizabeth CoursenNov 26, 20255.0I had an exceptional experience working with Steve Newman from Edward Jones. From the first meeting, he took the time to really understand my situation, my goals, and the anxieties I had around finances. Steve approached everything with an impressive level of care, patience, and professionalism. Steve helped me organize my finances in a way that finally makes sense, breaking things down into clear priorities so I always know what needs to happen first. His guidance never felt rushed or generic—instead, it was thoughtful, personalized, and genuinely supportive. I walked away feeling more confident, more informed, and far less overwhelmed. He has stayed in regular communication with me to update, and inform me of any changes that he suggests to maximize returns. If you’re looking for someone who not only knows finances but also truly cares about helping you build stability and peace of mind, I highly recommend Steve!
Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen Newman
What services does Edward Jones - Financial Advisor: Stephen Newman provide?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Stephen Newman as a financial advisor?
His specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones - Financial Advisor: Stephen Newman?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/stephen-newman/contact/.
What is the address and contact phone number of Edward Jones - Financial Advisor: Stephen Newman?
The address is 296 N Main St, Suite 22, East Longmeadow, MA 01028, USA. The phone number is +1 413-525-4518.
Does Edward Jones - Financial Advisor: Stephen Newman offer assistance in retirement planning?
Yes, they support retirement needs, including advice on IRAs and 401(k) rollovers.
Is there a mobile app available to access Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS platforms.
What languages are supported at Edward Jones - Financial Advisor: Stephen Newman?
They provide services in English.
Are there any other Edward Jones financial advisors nearby?
Yes, Edward Jones - Financial Advisor: Sean R Parent is located nearby and provides similar financial services.
What legal services are available near Edward Jones in East Longmeadow?
Nearby legal services include Joanna Cobleigh Esq specializing in divorce and family law, and The Law Office of William J. O'Neil handling bankruptcy, criminal defense, and wills and probate.
What local health and wellness services can I find near Edward Jones - Financial Advisor: Stephen Newman?
Nearby health and wellness services include Kind Hands Care At Home, Prime Home Health and Companion Care, as well as therapeutic massage centers like Be Here Now Therapeutic Massage.