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
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Edward Jones - Financial Advisor: Beth Weast, CFP®|CEPA®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Beth Weast, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Beth Weast offer?
The advisor offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Beth Weast located?
The office is located at 2115 Southend Drive, Suite 102, Charlotte, NC 28203, USA.
What are the operating hours for Edward Jones - Financial Advisor: Beth Weast?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Beth Weast, the financial advisor?
You can reach Beth Weast by phone at +1 704-889-4350 or by email at beth.weast@edwardjones.com.
How can I schedule a consultation with Beth Weast?
You can schedule a consultation by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/beth-weast/contact/.
Does Edward Jones provide any tools to help with retirement planning?
Yes, Edward Jones offers an online retirement savings calculator you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there nearby fitness options to visit before or after meeting at Edward Jones?
Yes, Charlotte Center for Balanced Living, a gym and sports venue, is nearby and a great option for fitness activities around your visit.
What local dining options are near Edward Jones in Charlotte?
Roots Cafe, a coffee shop and American restaurant, and Cluck'n Cup, a restaurant, are conveniently located near the Edward Jones office for dining before or after your appointment.
Are there nearby professional services that clients might find useful?
Yes, nearby professional services include Command Partners for advertising, Inner Peace Therapy Solutions for counseling, and Randall & Stump for legal assistance.
Can I connect with Edward Jones - Financial Advisor: Beth Weast on social media?
Yes, you can find the advisor's Facebook page at https://www.facebook.com/1375902022630418 and follow Edward Jones on Twitter @EdwardJones.