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: Mark A Montaquila
80 Erdman Way, Leominster, MA
01453, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Mark A Montaquila
What services does Edward Jones - Financial Advisor: Mark A Montaquila offer?
They provide 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 regular business hours for Edward Jones - Financial Advisor: Mark A Montaquila?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays, with appointments available by request on weekends.
Where is Edward Jones - Financial Advisor: Mark A Montaquila located?
The office is located at 80 Erdman Way, Suite 202, Leominster, MA 01453, USA.
How can I contact Edward Jones - Financial Advisor: Mark A Montaquila?
You can reach them by phone at +1 978-751-9000 or email mark.montaquila@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Mark A Montaquila?
Yes, appointments can be scheduled online at https://www.edwardjones.com/us-en/financial-advisor/mark-montaquila/contact/.
Are there any useful apps for accessing Edward Jones services on mobile devices?
Yes, their mobile apps are available: Android app at the Google Play Store and iOS app on the Apple App Store.
What languages are supported by Edward Jones - Financial Advisor: Mark A Montaquila?
Services are provided in English.
What nearby medical services can clients visit before or after meeting with Edward Jones - Financial Advisor: Mark A Montaquila?
Clients can visit nearby medical services such as Dentistry and Braces, Mass Hearing Specialists Leominster, Montachusett Internal Medicine, Adult & Pediatric Dermatology, or Valentine Eye Care for dental, hearing, medical, dermatology, and optometry needs.
Are there any nearby financial or legal services close to Edward Jones - Financial Advisor: Mark A Montaquila?
Yes, nearby places include A-Affordable Insurance Agency, Inc., Dube and Hazelwood accounting firm, and O'Connor and Ryan personal injury law office, which can complement your financial planning and legal consultation needs.
What nearby accommodations are available for visiting clients of Edward Jones - Financial Advisor: Mark A Montaquila?
Clients visiting from out of town can stay at DoubleTree by Hilton Hotel Leominster, located close to the financial advisor's office.