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.
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Location
Edward Jones - Financial Advisor: Brandon R Gualtiere, CEPA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Brandon R Gualtiere, CEPA®
What are the main services offered by Edward Jones - Financial Advisor: Brandon R Gualtiere, CEPA®?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
What are the regular business hours for Edward Jones - Financial Advisor: Brandon R Gualtiere?
They are open Monday through Friday from 8:30 AM to 4:00 PM and are closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
How can I schedule an appointment with Brandon R Gualtiere?
You can book an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/brandon-gualtiere/contact/.
Where is Edward Jones - Financial Advisor: Brandon R Gualtiere located?
The office is located at 456 East 16th Street, Suite 1, Holland, MI 49423, United States.
What languages are spoken at Edward Jones - Financial Advisor: Brandon R Gualtiere?
Services are provided in English.
How can I contact Brandon R Gualtiere?
You can contact him by phone at +1 616-867-0653 or +1 616-439-2418, or by email at brandon.gualtiere@edwardjones.com.
Are there any real estate professionals nearby Edward Jones - Financial Advisor: Brandon R Gualtiere?
Yes, several real estate agents and teams like Steve Merkle Real Estate Team, Coldwell Banker Woodland Schmidt, and Caleb Driesenga - Commercial Realtor are close by, which can help if you are interested in local real estate alongside your financial planning.
Is there a community organization near Edward Jones that clients might find interesting?
Yes, Macatawa Toastmasters - Holland, Michigan, a social service and community organization, is nearby and may be of interest for networking and personal development.
Can nearby real estate services complement the financial advising at Edward Jones?
Absolutely, with many nearby real estate experts such as Dykstra Realtor and Hoeve Homes, clients have convenient access to real estate advice which can complement their investment and financial plans.
Where can I find online tools to help with retirement planning offered by Edward Jones?
Edward Jones offers a Retirement Savings Calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for your financial future.