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: Phil Guerra
620 S Main St, Lapeer, MI
48446, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- HKHeather KichnerMar 15, 20215.0I only have good things to say about Phil Guerra and his administrative assistant, Tracy Mcgeary. I not only got the financial guidance I needed, but I also benefited from valuable tips and referrals to other community resources. This Edward Jones office is conscientious, comfortable, and responsive and helped me in a time of serious need. Their kind of professionalism is what we need more of in our area. I'm happy to give Phil my business and refer him to others. Bravo.
Frequently Asked Questions About Edward Jones - Financial Advisor: Phil Guerra
What types of financial services does Edward Jones - Financial Advisor: Phil Guerra offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Phil Guerra located?
The office is located at 620 S Main St, Lapeer, MI 48446, United States.
What are the regular business hours for Edward Jones - Financial Advisor: Phil Guerra?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, it is open by appointment only.
How can I schedule an appointment with Phil Guerra at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/phil-guerra/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Phil Guerra?
English is the language spoken at this office.
How can I contact Edward Jones - Financial Advisor: Phil Guerra by phone and email?
You can call them at +1 810-664-3791 or +1 810-657-0713, and email at phil.guerra@edwardjones.com.
Are there any nearby places where I can grab a coffee before or after my appointment?
Yes, nearby coffee shops include Tim Hortons and Starbucks, both great options to enjoy a coffee nearby.
What nearby retail locations could I visit when going to Edward Jones?
Near Edward Jones, you can visit Office Depot for office supplies, GameStop for video games and hobbies, and Famous Footwear for fashion and shoes.
Are there financial service providers near Edward Jones - Financial Advisor: Phil Guerra?
Yes, nearby financial service providers include Check `n Go, Liberty Tax Service, Coinstar, and Western Union, which may complement your financial needs.
What competitors does Edward Jones track for rank tracking?
Edward Jones tracks competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab for rank tracking.