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: Pat Sherman
175 Dwight Rd, Longmeadow, MA
01106, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Pat Sherman
What are the regular business hours for Edward Jones - Financial Advisor: Pat Sherman?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends, except by appointment only on Saturdays.
How can I schedule an appointment with Pat Sherman?
You can schedule an appointment online through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/patrick-sherman/contact/.
What financial services does Pat Sherman offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialties does Pat Sherman have in financial planning?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Pat Sherman located?
The office is located at 175 Dwight Rd, Suite 301, Longmeadow, MA 01106, USA.
What languages are spoken at the Edward Jones office in Longmeadow?
The primary language spoken is English.
Are there any other financial advisors near Edward Jones - Pat Sherman?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Patrick M Sullivan, AAMS® and Hampden Park Capital & Consulting, perfect for exploring additional financial guidance options.
What mortgage lending services are available near Edward Jones - Pat Sherman's office?
Nearby mortgage professionals include William Townsend and Brandon Anderson at Fairway Independent Mortgage Corporation, as well as Joni Miller from Homestead Funding Corp, offering mortgage planning and brokerage services.
What healthcare services can I find near Edward Jones in Longmeadow?
Nearby healthcare options include The Healing Coop (chiropractic), New England Dermatology & Laser Center, and Recovery Health Family Practice & Telehealth for various medical and wellness needs.
Does Edward Jones - Financial Advisor: Pat Sherman have any recommended websites or apps for clients?
Yes, clients can learn more about IRAs on their official site and use the Edward Jones mobile apps available on both Android and iOS platforms for easy access to their services.