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: Richard W Sottile, AAMS®
5060 Cascade Rd SE, Grand Rapids, MI
49546, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- DBDarian BonnellJun 27, 20185.0Richard is amazing! What more can I say? Not only does he help keep our finances in check, he shows us better ways to achieve our long terms goals. He is always willing to answer any of our questions and helps us decide our best financial direction, even when it does not benefit him in any way. Richard does all of this with a very professional demeanor, but every time I meet with him, it is like catching up with an old college friend. As his stage of life is similar to ours, I find that we have a lot of the same ideas and communicate extremely well with each other. Let's not forget to point out that his assistant, Jackie, helps run the show like a well oiled machine. Always reaching out and trying to keep a pulse on meeting with Richard, Jackie appears as if she is having a great day every time I speak with her. Everything about these guys is great. I would advise anyone looking for a partner in managing their money to strongly consider Richard. You will not be disappointed.
- MTMike ToburenMar 31, 20175.0As an Estate Planning Attorney, I have had the honor of working with several of Rich's clients. It is quickly apparent that Rich's clients totally trust him, and I am always impressed with the rapport he has with his clients. Rich is an advisor that will listen to his clients and focus on helping his clients reach their goals.
- DADiane AndersonMar 16, 20175.0Working with Richard Sottile and his staff has been wonderful. He can explain things so it's easy to understand. He has even helped our adult children to make good affordable choices for their young families. I would highly recommend giving him a call. The young, elderly and everything in between he can guide you through your options.
Frequently Asked Questions About Edward Jones - Financial Advisor: Richard W Sottile, AAMS®
What are the regular business hours of Edward Jones - Financial Advisor: Richard W Sottile, AAMS®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Richard W Sottile, AAMS® located?
It is located at 5060 Cascade Rd SE, Ste C, Grand Rapids, MI 49546, USA.
What financial services does Edward Jones - Financial Advisor: Richard W Sottile offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
How can I schedule an appointment with Richard W Sottile at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/richard-sottile/contact/ or by calling +1 616-285-5168.
Does Edward Jones - Financial Advisor: Richard W Sottile provide any mobile apps for accessing their services?
Yes, they support mobile apps available on Android and iOS devices. Android users can download the app from the Google Play Store, and iOS users from the Apple App Store.
Which languages are spoken at Edward Jones - Financial Advisor: Richard W Sottile?
English is the primary language spoken at this office.
Are there any health and wellness services near Edward Jones - Financial Advisor: Richard W Sottile?
Yes, nearby wellness services include Impression Psychotherapy, Chiropractic Unlimited, Cascade Yoga, Advanced Therapeutic Massage, and The Center for Physical Rehabilitation, which may be convenient to visit before or after your financial consultation.
What financial services are available near Edward Jones on Cascade Rd SE?
Nearby financial services include Flagstar Bank, Purposeful Wealth Strategies, and Gregory M Chapman, offering options for banking, wealth management, and financial advising close to Edward Jones.
Are there any medical or health professionals close to Edward Jones - Financial Advisor: Richard W Sottile?
Yes, the area has multiple health professionals, such as West Michigan Pain, Patrick Droste, MD, Dr. Bruce M. Baker, Kentwood Family Physicians, and Grand Rapids Orthopedics, providing comprehensive medical services nearby.
How long has Edward Jones, the parent company of the Grand Rapids office, been established?
Edward Jones has been established since 1922, providing a long-standing history of financial advisory services.