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
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff O'Roak
What services does Edward Jones - Financial Advisor Jeff O'Roak provide?
Edward Jones - Financial Advisor Jeff O'Roak offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor Jeff O'Roak located?
The office is located at 132 Church Street, Belfast, ME 04915, United States.
What are the office hours of Edward Jones - Financial Advisor Jeff O'Roak?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Jeff O'Roak?
You can contact the office by phone at +1 207-338-1090 or via email at jeff.o'roak@edwardjones.com.
Does Edward Jones - Financial Advisor Jeff O'Roak have an online presence?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/jeff-o'roak or their Facebook page at https://www.facebook.com/908972762776007.
Are there mobile apps available for Edward Jones investment services?
Yes, Edward Jones has mobile apps available for Android and iOS devices via Google Play and the Apple App Store.
Who are some competitors of Edward Jones in Belfast area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby attractions can I visit before or after my appointment at Edward Jones in Belfast?
You can visit nearby places such as Cover Me In Art, The Belfast Historical Society and Museum, and Belfast Commons park.
Are there nearby public and government services close to Edward Jones - Financial Advisor Jeff O'Roak?
Yes, nearby are the Belfast City Fire Department, Waldo County Register of Deeds, and the United States Postal Service.
How can nearby real estate agents assist a client visiting Edward Jones in Belfast?
Nearby real estate agents such as Haley Rakis at RE/MAX Jaret & Cohn and Stephanie Cross - Better Homes and Gardens can help clients with property purchases or investments to complement their financial plans.