Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Allan M Sherwood, CFP®|CEPA®|AAMS®
220 N Broadway St, Union City, MI
49094, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Allan M Sherwood, CFP®|CEPA®|AAMS®
Who is Allan M Sherwood at Edward Jones in Union City, MI?
Allan M Sherwood is a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®) serving as a Financial Advisor at Edward Jones in Union City, MI.
What financial services does Allan M Sherwood offer at Edward Jones?
He offers financial advising, investment management, investment funds, and acts as a stock broker to support retirement, education savings, and insurance needs.
Where is Edward Jones - Financial Advisor Allan M Sherwood located?
The office is located at 220 N Broadway St, Union City, MI 49094, United States.
How can I schedule an appointment with Allan M Sherwood?
You can schedule an appointment through the Edward Jones contact page for Allan Sherwood: https://www.edwardjones.com/us-en/financial-advisor/allan-sherwood/contact/
What languages are spoken at Allan M Sherwood's Edward Jones office?
English is spoken at this office.
What specialities does Allan M Sherwood have in financial planning?
His specialities include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones provide mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available for Android and iOS, accessible via their Google Play Store and Apple App Store links.
What other financial advisors are located near Edward Jones - Allan M Sherwood's office?
Nearby financial advisors include Brendan McCarthy Financial Advisor and Edward Jones - Financial Advisor: Brendan McCarthy.
Are there dining options near Edward Jones in Union City?
Yes, nearby dining options include The Daily Grind café, Mcghee’s Bar & Grill, Broadway Grille, Mel's Diner, Chatterbox Cafe, and Union City Diner.
What useful places are near Edward Jones for errands or government services?
Nearby places include Union Twp Government office, United States Postal Service, Union City Village Office, Branch District Library - Lucille E. Dearth Union Township, and Union Township Library.