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
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Edward Jones - Financial Advisor: Jay Wright, CFP®
I contacted this office a few weeks ago and scheduled a phone meeting about setting up some investing for my son. Jay couldn't even bother returning my call. He had someone else do it. That associate told me I'd be contacted by another agent to set up a meeting to talk and that never happened. I wouldn't recommend wasting your time with this office. If they're this bad at communicating now... just imagine when they have your money
DG
Dave George
May 21, 2021
5.0
Jay does a great job. Really good guy who genuinely cares.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jay Wright, CFP®
What financial services does Edward Jones - Financial Advisor: Jay Wright offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jay Wright located?
The office is located at 327 West Chicago Street, Coldwater, MI 49036, USA.
What are the office hours for Edward Jones - Financial Advisor: Jay Wright?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jay Wright?
You can reach them by phone at +1 517-279-1938 or email at jay.wright@edwardjones.com.
Is there an online appointment booking option for Edward Jones - Financial Advisor: Jay Wright?
Yes, appointments can be scheduled online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jay-wright/contact/
Are there mobile apps available for Edward Jones services?
Yes, there are Android and iOS apps available via Google Play and the Apple App Store to access Edward Jones services.
What should I expect during a consultation at Edward Jones - Financial Advisor: Jay Wright?
You will receive tailored financial advice addressing your individual needs and goals through face-to-face consultation.
What nearby dental services are available close to Edward Jones - Financial Advisor: Jay Wright?
Nearby dental services include Dr Evan Frederick DDS and Dr Bosco Chan DDS, as well as Frederick Family Dental, both convenient for anyone visiting Edward Jones who might also need dental care.
What options for dining are near Edward Jones - Financial Advisor: Jay Wright?
You can visit Short's Root Beer Stand, a fast food and American restaurant serving hot dogs, or Short's Front Porch which offers coffee and specialty grocery items just near the office.
Are there any local services near Edward Jones that clients might find useful?
Yes, services like Nationwide Mutual Insurance Company and Johnson Medical Insurance Agency are nearby, which can be helpful for clients seeking insurance after investment consultations.