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: Jim Caulfield, CFP®|AAMS®
1015 New Rd, Northfield, NJ
08225, United States
Hours
Reviews
5.0
12 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star0
- ABAlec BrunsJun 3, 20255.0Im a local business owner and have worked with several other financial advisors over the years. Since day 1 working with Jim has been extremely comfortable and stress free. Jim is extremely knowledgeable about his business and really listens to your concerns. 5 stars. Thanks Jim and Sara!
- TPTracy PhillipsAug 19, 20245.0Jim has an excellent understanding of my financial needs and goals. I have complete confidence in him and his professional abilities. He is very trustworthy and I know he has my best interest at heart! Thank you so much for being the amazing advisor you are! You’re awesome!
- ELErin LuurtsemaSep 20, 20235.0I can not say enough good about Jim! He is so knowledgeable and leads us honestly in all steps of our retirement plan. Sara is amazing and keeps everything so organized and makes every process so easy. I would highly recommend the team!
- PPPatricia00 PeroAug 22, 20225.0Jim was recommended to me by an attorney friend. It's the best recommendation I have ever received. Jim offered sound financial advice based on my personal needs. He keeps in regular touch with me and provides me with ongoing Financial advice as our needs and Market changes. Jim took the time to fully explain my options and guide me in an appropriate direction. I feel as though he truly cares about my family, our finances and our future! Do not hesitate to call Jim Caulfield with Edward Jones in Northfield New Jersey !
- MMMichael McKennaMar 25, 20215.0I highly recommend anyone looking for honest advice to work with Jim. I come from a finance background, so I consider myself knowledgeable on most financial subjects. With that said, he was able to bring up considerations I did not even think of and build a plan that took into account much more than just picking the right investments.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Caulfield, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Jim Caulfield offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor: Jim Caulfield located?
The office is located at 1015 New Rd, Suite E, Northfield, NJ 08225, USA.
What are the business hours for Edward Jones - Financial Advisor: Jim Caulfield?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Jim Caulfield?
You can contact the office by phone at +1 609-924-3451 or via email at james.caulfield@edwardjones.com.
Can I schedule an appointment online with Jim Caulfield?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/james-caulfield/contact/
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available for download on Android via the Google Play Store and on iOS via the Apple App Store.
What is the recommended tool provided by Edward Jones for retirement planning?
Edward Jones offers a retirement savings calculator online to help clients prepare for retirement.
Are there any medical centers near Edward Jones - Financial Advisor: Jim Caulfield's office?
Yes, nearby medical centers include the Center for Vein Restoration | Dr. David Feng and Somers Medical Care.
What nearby financial institutions can I visit close to Edward Jones - Financial Advisor: Jim Caulfield?
Nearby banks include two TD Bank locations and Fulton Bank, which may be convenient for your financial needs before or after your consultation.
Are there nearby amenities where I can relax or get services after visiting Edward Jones office?
Yes, nearby amenities include Jq Nails & Spa for beauty services, Diane's Grooming for pet services, and several restaurants like Lil Saigon and Friendly's for dining options.