Edward Jones - Financial Advisor: Stephen W Whatley, CEPA®|AAMS®
4.69 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: Stephen W Whatley, CEPA®|AAMS®
107 Public Square, Batesville, MS
38606, United States
Hours
Reviews
4.6
9 reviews
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1 star
1
- MMMatt MaloufMar 6, 20255.0I highly recommend Stephen and his crew! They are professional, prompt and always happy to hear from you.
Frequently Asked Questions About Edward Jones - Financial Advisor: Stephen W Whatley, CEPA®|AAMS®
What financial services does Edward Jones - Financial Advisor: Stephen W Whatley offer?
Stephen W Whatley provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Stephen W Whatley located?
The office is located at 107 Public Square, Batesville, MS 38606, United States.
What are the business hours for Edward Jones - Financial Advisor: Stephen W Whatley?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on Saturdays and Sundays.
How can I contact Stephen W Whatley at Edward Jones?
You can contact via phone at +1 662-563-9843 or email at stephen.whatley@edwardjones.com.
How can I schedule a consultation with this Edward Jones financial advisor?
You can make an appointment through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/stephen-whatley/contact/.
Are there any online tools provided by Edward Jones for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator to help assess your readiness, accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages does Edward Jones - Stephen W Whatley speak with clients?
Services are provided in English.
What nearby financial services are located close to Edward Jones at 107 Public Square?
Nearby financial services include William H Polk & Co. and another Edward Jones office, which may offer complementary resources or alternate advisory options.
What other professional services can I find near Edward Jones at 107 Public Square?
Nearby you can find employment agencies like ResourceMFG, insurance services such as Alfa Insurance, and legal firms including Michael Darby & Associates Attorneys at Law and Ryals Law Firm which might be useful for comprehensive personal or business planning.
Are there any dining options near Edward Jones where I can go after my appointment?
Yes, you can visit Flamingo Bar and Grill near the office for a meal or drink after your consultation.