Edward Jones - Financial Advisor: Corey W Degon

5.0
1 review

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: Corey W Degon
55 Pittsfield Rd, Lenox, MA
01240, United States

Hours

Reviews

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  • MP
    Mitchell Plaine
    Jul 9, 2024
    5.0
    ⭐⭐⭐⭐⭐ After extensive research, I decided to use Corey Degon at Edward Jones to help with my investments now that I'm retired. Corey is incredibly friendly and knowledgeable, making me feel confident in my financial decisions. I also appreciate that he is backed by Edward Jones, a trusted name in the industry. His new office in The Lenox Country Shops is conveniently located with easy parking right at his door. I highly recommend Corey for anyone looking for a top-notch financial advisor!

Frequently Asked Questions About Edward Jones - Financial Advisor: Corey W Degon

What services does Edward Jones - Financial Advisor: Corey W Degon offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.

What are the specialities of the financial advisor at Edward Jones in Lenox, MA?

The advisor specializes in 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.