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
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Portell
What services does Edward Jones - Financial Advisor: Josh Portell offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the regular business hours for Edward Jones - Financial Advisor: Josh Portell?
They are open Monday through Friday from 8:00 AM to 4:30 PM and are closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Edward Jones - Financial Advisor: Josh Portell?
Appointments can be made via their contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-portell/contact/.
Where is Edward Jones - Financial Advisor: Josh Portell located?
Their office is located at 4501 Telegraph Rd, Suite C, St Louis, MO 63129, USA.
What languages are spoken by the advisors at Edward Jones - Financial Advisor: Josh Portell?
The advisors speak English.
How can I contact Edward Jones - Financial Advisor: Josh Portell by phone or email?
You can call them at +1 314-846-8002 or email josh.portell@edwardjones.com.
Does Edward Jones - Financial Advisor: Josh Portell have a mobile app?
Yes, they have mobile apps available on both Android and iOS platforms.
What nearby financial services are located close to Edward Jones - Financial Advisor: Josh Portell?
Nearby financial services include Maixner And Maixner, another Edward Jones location, and several insurance agencies like Farmers Insurance - Autumn Best and American Family Insurance - Mark Luetkemeyer.
Are there any nearby health-related services near Edward Jones - Financial Advisor: Josh Portell?
Yes, nearby health services include Healthcare Complete (chiropractor), ApexNetwork Physical Therapy, and Brookside Family Dentistry.
What are some nearby amenities that customers might visit before or after their appointment?
Customers might enjoy nearby places like Twisted Sisters Nails or Upscale Nails & Spa for beauty services, or Glow Salon & Spa for relaxation after their financial consultation.