Edward Jones - Financial Advisor: Stephen W Whatley, CEPA®|AAMS®
4.69 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: 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
5 stars
8
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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.
- AWAlyssa Maloof WhatleyJun 12, 20205.0Stephen is an excellent financial advisor and very knowledgeable in his field. He has always given us the most up to date advice and we feel confident in his ability to guide us to financial independence.
- SMSandra MartindaleFeb 7, 20205.0Stephen is always helpful when I need him!
- KRKori RatcliffeAug 24, 20181.0Never is in the office or his phone ladies will not answer the phone.
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.