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.
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Location
Edward Jones - Financial Advisor: Trevor Nielsen, ChFC®
Frequently Asked Questions About Edward Jones - Financial Advisor: Trevor Nielsen, ChFC®
What services does Edward Jones - Financial Advisor: Trevor Nielsen provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Trevor Nielsen located?
The office is located at 419 Main Street, Sturbridge, MA 01566, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Trevor Nielsen?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Are appointments available on weekends at Edward Jones - Financial Advisor: Trevor Nielsen?
Yes, appointments can be scheduled by appointment only on Fridays and Saturdays.
How can I book a consultation with Trevor Nielsen?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/trevor-nielsen/contact/ or calling +1 508-347-1420.
Does Edward Jones - Financial Advisor: Trevor Nielsen offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator which can be accessed at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported by Edward Jones - Financial Advisor: Trevor Nielsen?
They provide services in English.
What are some dining options near Edward Jones - Financial Advisor: Trevor Nielsen?
Nearby dining options include Cedar Street Cafe, 413 On Main, Table 3 Restaurant Group III, and Jimmy D's ice cream shop, which clients might enjoy before or after their appointments.
Are there any beauty salons near Edward Jones - Financial Advisor: Trevor Nielsen if I want to get a treatment during my visit?
Yes, Metamorphosis Hair Design and Christy & Co. - Makeup Artistry & Bridal Hair Design are nearby beauty salons you can visit.
What other financial advisory services are located near Edward Jones - Financial Advisor: Trevor Nielsen?
Nearby financial advisors include Edward Jones - Financial Advisor: Jeff Burdick, AAMS® and Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC, which offers additional options for financial planning in the area.