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: Jeanne G Tomasek
1030 E Clinton Trl, Charlotte, MI
48813, United States
Hours
Reviews
5.0
1 reviews
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- MJMichael JessupJul 17, 20185.0I've worked with Jeanne for around two years now. One of the things that I like about her practice is that she will not waver in her investment strategy. While she is an incredibly conservative investor, she has no trouble discussing higher volatility securities for my account. In this way, she provides me with an incredible value, as it serves me no purpose to have a financial adviser with the same investment philosophy as me. Jeanne and her staff are incredibly polite and they often go above and beyond to make themselves available. Her office is comfortable and has a welcoming atmosphere.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeanne G Tomasek
What services does Edward Jones - Financial Advisor: Jeanne G Tomasek offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Jeanne G Tomasek?
The office is open from 8:00 AM to 4:00 PM Monday through Thursday and is closed on Friday, Saturday, and Sunday. Appointments are required Monday to Friday.
How can I schedule an appointment with Jeanne G Tomasek at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeanne-tomasek/contact/.
Where is Edward Jones - Financial Advisor: Jeanne G Tomasek located?
The office is located at 1030 E Clinton Trl, Charlotte, Michigan, 48813, USA.
Which products are available at Edward Jones - Financial Advisor: Jeanne G Tomasek?
They offer financial advisory services including stocks and bonds, investment management, and funds investment.
What languages are spoken at Edward Jones - Financial Advisor: Jeanne G Tomasek?
The financial advisor primarily conducts business in English.
How can I contact Jeanne G Tomasek via email or phone?
You can email her at jeanne.tomasek@edwardjones.com or call at +1 517-541-0540.
Is there a mobile app available for Edward Jones clients?
Yes, the Edward Jones mobile app is available on Android and iOS devices.
What nearby medical services are available near Edward Jones - Financial Advisor: Jeanne G Tomasek?
Nearby medical providers include Sparrow Eaton Urgent Care, Charlotte Medical Center Urgent, and Charlotte Orthopedics | University of Michigan Health-Sparrow, offering convenient healthcare options before or after your financial consultation.
Are there any convenient retail or fueling options near Edward Jones?
Yes, Meijer Express Gas Station and Meijer Supermarket are nearby, making it easy to combine errands with your visit to Edward Jones.
What accommodations are close to Edward Jones - Financial Advisor: Jeanne G Tomasek?
Nearby hotels include Holiday Inn Express & Suites Charlotte and Americas Best Value Inn, which might be useful if you're visiting from out of town.