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: James L Richman
1 Water St, Boyne City, MI
49712, United States
Reviews
5.0
4 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star0
- BRBrienna RobertsApr 13, 20225.0James has always been very thorough and so helpful for someone like myself who is not the most knowledgeable when it comes to retirement investing. We've been working with him for years and I feel like he's helped set my family up to be financially secure. Thank you James!
- MOMeghan OlsonApr 2, 20215.0James has been amazing with helping me stay on track with my retirement goals! He is very easy to talk with and professional. I would definitely recommend working with him!
- JWJamie WoodallFeb 4, 20205.0James was very professional, and listened well to us as new clients. He helped us understand the vision of Edward Jones and the benefits of his services specifically for our family. We now feel very confident moving forward with a financial investment plan. We've transferred the keys from one advisor to James Richman. He's our guy! I highly recommend his services.
Frequently Asked Questions About Edward Jones - Financial Advisor: James L Richman
What services does Edward Jones - Financial Advisor: James L Richman provide?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
How can I contact James L Richman for financial advice?
You can contact James L Richman by phone at +12315823416 (local) or +12312440016 (main), or via email at james.richman@edwardjones.com.
Where is the Edward Jones office of James L Richman located?
The office is located at 1 Water St, Suite 201, Boyne City, MI 49712, USA.
Can I book a consultation with James L Richman online?
Yes, you can make a reservation through the contact page at https://www.edwardjones.com/us-en/financial-advisor/james-richman/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps for Android and iOS to manage investments conveniently. You can download them from the Google Play Store and the Apple App Store respectively.
What languages are spoken at the Edward Jones office of James L Richman?
Services are provided in English.
What are some notable competition firms for Edward Jones in investment services?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby dining options are available when visiting Edward Jones in Boyne City?
Nearby restaurants include Cafe Sante, Indo China Gardens, Gildas' Lake Street Bakery, and Mary’s of Boyne, offering French, Asian, bakery, and American dining experiences.
Which wellness and healthcare services are close to Edward Jones' office in Boyne City?
Nearby wellness and healthcare options include Michigan Community Dental Clinics, Christopher Fair, DC (chiropractor and holistic health), Boyne City Massage and Wellness Studio, and Paga Family Dentistry.
What nearby recreational places can clients visit before or after their appointment at Edward Jones?
Clients can enjoy Boyne Arts Center, Sunset Park, Boyne Mountain, and Boyne Watersports nearby for art, outdoor activities, mountain experiences, and water sports.