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: Will Green, CRPC™
304 Cambridge Road, Woburn, MA
01801, United States
Reviews
3.7
3 reviews
5 stars
2
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1 star
1
- CBCollin BantleJun 27, 20251.0Horrible service and would not recommend nor trust.
- MHM HeissanJun 14, 20245.0Will Green went above and beyond my expectations. I had been looking for someone to guide my family on our financial future and I now feel comfortable that I have someone who is looking out for our best interests. What a relief to know that he will be there for us in the years to come.
- MBMichele BarryJun 13, 20245.0It has been a pleasure working with Will as our financial advisor. He is confident, knowledgable and trustworthy. Will has taken the time to understand our goals and objectives. He has put a clear plan in place for us to successfully reach our financial goals. I feel very confident and at ease, knowing we have a plan in place. We can’t say enough about Will and highly recommend him for any of your financial advising needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Will Green, CRPC™
What services does Edward Jones - Financial Advisor: Will Green, CRPC™ offer?
Edward Jones - Financial Advisor: Will Green, CRPC™ offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Will Green, CRPC™ located?
It is located at 535 Main Street, Winchester, MA 01890, United States.
What are the business hours for Edward Jones - Financial Advisor: Will Green, CRPC™?
The office is open during regular hours and is available by appointment only on Saturdays.
How can I schedule an appointment with Edward Jones - Financial Advisor: Will Green, CRPC™?
You can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/will-green/contact/
What specialities does this Edward Jones financial advisor have?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Which languages are supported by Edward Jones - Financial Advisor: Will Green, CRPC™?
Services are provided in English.
Are there any nearby coffee shops where I can relax before or after my appointment?
Yes, nearby coffee shops include Caffè Nero and Dunkin' Donuts, offering convenient spots to enjoy a coffee near the office.
What are some nearby dining options close to Edward Jones - Financial Advisor: Will Green, CRPC™?
Nearby dining options include Comella's Restaurants (Italian and pizza), Kyuramen (Japanese), and First House Pub (restaurant and bar).
Is there a pharmacy near Edward Jones in Winchester for any urgent needs?
Yes, there are two nearby CVS Pharmacy locations where you can quickly pick up medications or essentials.
What competitors does Edward Jones - Financial Advisor: Will Green, CRPC™ track?
Competitors tracked include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.