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: Stephen Pate
What services does Edward Jones - Financial Advisor: Stephen Pate provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Stephen Pate?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM and is closed on Fridays, Saturdays, and Sundays. On Fridays, appointments are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Stephen Pate?
You can contact the office by phone at +1 207-856-0175 or by email at steve.pate@edwardjones.com.
Where is Edward Jones - Financial Advisor: Stephen Pate located?
The office is located at 869 Main Street, Suite 700, Westbrook, ME 04092, United States.
Is it possible to schedule an appointment online with Stephen Pate?
Yes, you can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-pate/contact/.
Does Edward Jones provide any tools for retirement planning?
Yes, Edward Jones offers a retirement savings calculator to help clients prepare for their future, accessible on their website.
Are there wellness or massage centers near Edward Jones - Financial Advisor: Stephen Pate?
Yes, there are several nearby wellness and massage centers including Homeostasis Massage and Wellness, OM Massage & Wellness, Back to Self Massage & Wellness, and Savage Wellness ME, LLC nearby for your relaxation before or after your visit.
What dining options are close to Edward Jones - Financial Advisor: Stephen Pate?
Nearby dining options include Portland Pie Company (pizza restaurant and bar), The Frog and Turtle gastro pub, Jack’s Thai, Blazes Burgers, Fajita Grill, and Brook City Nutrition (cafe and smoothie bar).
Are there any nearby places for gifts or chocolates near Edward Jones?
Yes, Black Dinah Chocolatiers and Ragged Coast Chocolates are nearby and offer chocolates and gifts, ideal for visiting before or after your appointment.
What other services or amenities are available around Edward Jones - Financial Advisor: Stephen Pate?
Nearby amenities include the UPS Access Point for shipping and courier services, Arabic Market and Al Sindbad grocery stores, as well as MAS Community Health for counseling and medical needs.