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: Douglas B Roberts, CFP®
66 South Finley Avenue, Basking Ridge, NJ
07920, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Douglas B Roberts, CFP®
What services does Edward Jones - Financial Advisor: Douglas B Roberts, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
How can I contact Edward Jones - Financial Advisor: Douglas B Roberts, CFP®?
You can contact them by phone at +1 908-696-1985 or email douglas.roberts@edwardjones.com.
Where is Edward Jones - Financial Advisor: Douglas B Roberts, CFP® located?
Their office is located at 66 South Finley Avenue, Basking Ridge, NJ 07920, United States.
Are Edward Jones - Financial Advisor: Douglas B Roberts, CFP® financial services available in other languages besides English?
Services are offered in English.
Can I book a consultation or appointment through the Edward Jones website?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/douglas-roberts/contact/.
Is there a mobile app for Edward Jones to help clients manage their investments?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms for convenient investment management.
What nearby financial services are available around Edward Jones in Basking Ridge?
Nearby financial service providers include other Edward Jones advisors such as Brian J Killea, Jeanette Ash, Daniel Mendoza, and James E Benning, as well as Wells Fargo bank.
If visiting Edward Jones, what are some nearby restaurants where I could have a meal?
Nearby restaurants include Blue Cafe for breakfast and brunch, Washington House Restaurant for American cuisine, and Bella's Burger Shack for burgers and fast food.
Are there any nearby fitness or wellness centers close to Edward Jones in Basking Ridge?
Yes, you can find Fitness Together gym, Gotta Dance school, and Route of Healthy Living spa and fitness instruction nearby for your wellness needs.
Can I combine a visit to Edward Jones with local services such as tailoring or beauty salons?
Yes, nearby services include Country Tailors for sewing and alterations, J.Walker Concept hair and beauty salon, and Charlie's Lashes beauty and spa services.