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: Carmen M Peluso, CFP®|AAMS®
6903 Rockledge Dr, Bethesda, MD
20817, United States
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- FBFlemena BarnesOct 13, 20255.0Carmen has been a blessing to us. He helped us organize our financial priorities in such a way that we are free of a lot of financial burdens. Our investments have done well. He is definitely an excellent choice for a financial advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS®
What investment services does Edward Jones - Financial Advisor: Carmen M Peluso offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Edward Jones - Financial Advisor: Carmen M Peluso?
You can contact them by phone at +1 301-656-6018 or via email at carmen.peluso@edwardjones.com.
Where is Edward Jones - Financial Advisor: Carmen M Peluso located?
They are located at 6903 Rockledge Dr, Suite 770, Bethesda, MD 20817, USA.
Is Edward Jones - Financial Advisor: Carmen M Peluso currently open?
Yes, the business is currently open.
Can I schedule a consultation with Carmen M Peluso online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/carmen-peluso/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to their services.
What languages are supported at Edward Jones - Financial Advisor: Carmen M Peluso?
Services are provided primarily in English.
What are some nearby financial service providers to Edward Jones - Financial Advisor: Carmen M Peluso?
Nearby financial service providers include Sandbox Financial Partners, Aegis Wealth Management LLC, and Rubino & Company.
What dining options are near Edward Jones - Financial Advisor: Carmen M Peluso?
Emily's Kitchen Cafe, a delicatessen and restaurant, is nearby and could be a convenient spot for a meal before or after your appointment.
What other services are available near Edward Jones office in Bethesda?
Near the office, you'll find services such as mortgage brokers like Michael Lozupone and Skip Clasper, health-related facilities like ProMD Health Bethesda, and automotive repair at Georgetown Partners.