Edward Jones - Financial Advisor: Harsh Patel, CFP®|ChFC®|AAMS®
5.02 reviews
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: Harsh Patel, CFP®|ChFC®|AAMS®
216 N Hwy 67, Florissant, MO
63031, United States
Hours
Reviews
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- PSPat SmithSep 18, 20255.0Harsh Patel is an exceptional financial advisor who truly understands his clients' needs. With his expert knowledge and personalized approach, he helped me create a solid financial plan tailored to my goals. His professionalism, clear communication, and trustworthy guidance make working with him a great experience. Highly recommend Edward Jones and Harsh Patel for anyone seeking reliable financial advice!
- HBHelen BrownJul 11, 20255.0Highly Recommend Harsh Patel, CFP® | ChFC® | AAMS® – Edward Jones I’ve had the pleasure of working with Harsh and I can confidently say that he is one of the best financial advisors I’ve ever encountered. With credentials like CFP®, and ChFC®, Harsh brings a wealth of knowledge and expertise, but what truly sets him apart is his client-centered approach. From our first meeting, Harsh took the time to understand my full financial picture—my goals, concerns, and preferences—before offering tailored advice. He explained complex financial concepts in a way that was clear, practical, and easy to understand. Whether it was retirement planning, tax planning, estate planning or investment options, Harsh has consistently provided thoughtful, comprehensive guidance. What I appreciate most about working with Harsh is his genuine care for his clients. He’s not just about selling financial products, but about building long-term, trust-based relationships. His transparency and responsiveness have made the entire process seamless, and I always feel confident that he has my best interests at heart.
Frequently Asked Questions About Edward Jones - Financial Advisor: Harsh Patel, CFP®|ChFC®|AAMS®
What financial services does Edward Jones - Financial Advisor: Harsh Patel offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Harsh Patel located?
They are located at 216 N Hwy 67, Florissant, MO 63031, USA.
What are the business hours for Edward Jones - Financial Advisor: Harsh Patel?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Harsh Patel?
You can reach them by phone at +1 314-839-5588 or email at harsh.patel@edwardjones.com.
Is it possible to schedule an appointment online with this financial advisor?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/harsh-patel/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a retirement savings calculator available on their website to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Harsh Patel?
English is the primary language spoken at the office.
What nearby locations can customers visit before or after their appointment?
Customers can visit GNC for vitamins and supplements, Nikki Nails for beauty treatments, or Dierbergs Markets for groceries and pharmacy services, all close to the financial advisor's office.
Are there convenient financial or banking services nearby Edward Jones - Financial Advisor: Harsh Patel?
Yes, First Bank and Regions Bank branches are nearby for banking and loan services which might be helpful for customers managing their finances.
How can nearby telecom stores benefit customers visiting Edward Jones - Financial Advisor: Harsh Patel?
Nearby stores like T-Mobile and Verizon provide mobile phone and internet services, which can help customers stay connected during their financial planning activities.