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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Edward Jones - Financial Advisor: Jay D Wallace Jr, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jay D Wallace Jr, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jay D Wallace Jr, CFP®|AAMS® provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face tailored financial advice.
What are the office hours for Edward Jones - Financial Advisor: Jay D Wallace Jr?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jay D Wallace Jr?
You can contact them by phone at +1 231-799-8899 or via email at jay.wallace@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jay D Wallace Jr located?
Their office is located at 333 W Western Ave, Suite 208, Muskegon, MI 49440, USA.
Can I book an appointment online with Edward Jones - Financial Advisor: Jay D Wallace Jr?
Yes, you can schedule a consultation online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jay-wallace/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Jay D Wallace Jr?
Services are offered in English.
Are there any nearby places where I can eat before or after my meeting at Edward Jones on Western Ave?
Yes, nearby options include The Boar's Belly (bar and gastropub), Cajun Cuisine By Us (Cajun and Creole restaurant), Papa Roux (juice bar and Cajun restaurant), and The Western Reserve (American restaurant and cocktail bar).
What nearby coffee shops are close to Edward Jones where I can grab a coffee?
Nearby coffee shops include Drip Drop Drink Coffee and The Exchange Coffee Bar, both offering coffee, cafes, and smoothie juice bars.
Are there any leisure or entertainment options near Edward Jones in Muskegon?
Yes, you can visit Muskegon Axe Throwing, an amusement park and sports club, or explore shopping and art at Muskegon Mall and Century Club Shops nearby.
What should I know about Edward Jones' approach to client financial planning?
Edward Jones focuses on personalized investment strategies tailored to individual needs, offering face-to-face consultations to help clients achieve their financial goals with confidence and security.