Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®
175 Highland Avenue, Needham, MA
02494, United States
Reviews
5.0
6 reviews
5 stars
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- CKCarol KrichbaumFeb 25, 20255.0Connor is kind and patient when dealing with an old lady. He gently explains why I should or should not react to something I have read. He has never been wrong, so I now trust his judgement. I know he has my best interest at heart and is extremely sensitive to my situation.
- MLMax LehmanFeb 25, 20255.0Connor is fantastic!
- KHKatie HowleyFeb 25, 20255.0Connor is the best at what he does. He is incredibly knowledgeable about the markets and portfolio construction for his clients. Not only that, he is very understanding and easy to talk to. I would recommend Connor to anyone looking for help from a financial professional!!
- JCJonathan CavanaghDec 14, 20235.0Connor at Edward Jones in Wellesley has been terrific to deal with. He is always knowledgeable, quick to respond and generally a pleasure to work with. I trust his judgement with our assets, and the results have been exceptional. I have no hesitation recommending Connor and the Edward Jones team.
- SLStephanie LyonNov 15, 20235.0Connor has a passion for what he does and is extremely knowledgable! I recommend Connor
Frequently Asked Questions About Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®
What services does Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC® offer?
They offer Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
Where is Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC® located?
The office is located at 175 Highland Avenue, Ste 405, Needham, MA 02494, USA.
What are the office hours for Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®?
The office is open regularly but operates by appointment only on Saturdays and Sundays.
How can I schedule an appointment with Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/connor-macisaac/contact/.
Who can I contact via email for inquiries at Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®?
You can reach out via email at connor.macisaac@edwardjones.com.
Does Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC® provide investment plans for education savings?
Yes, they specialize in 529 College Savings Plans alongside other financial products.
Which languages are spoken at Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®?
They provide services in English.
Can you recommend nearby financial service providers around Edward Jones in Needham?
Nearby financial service providers include E3 Financial Planning, Martin S. Kofman CPA, and Vantage Point Financial LLC, which may complement your financial planning needs.
Are there any convenient places to visit near Edward Jones for additional services or needs?
Yes, near Edward Jones, you can find services such as LifeStance Health for mental health counseling, Speedway for gas and convenience needs, and Mortgage Resources for mortgage services.
What nearby legal or accounting services can assist clients of Edward Jones - Financial Advisor: Connor C MacIsaac, ChFC®?
Nearby legal and accounting services include Brecher Wyner Simons & Bolan for legal matters, Martin S. Kofman CPA for accounting, and Diane H Gold Law Office for wills and trusts.