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: Wes Woodle III, CFP®|AAMS®
257 Monmouth Rd, Oakhurst, NJ
07755, United States
Hours
Reviews
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- JUJ.J. UlianoFeb 5, 20215.0I have referred clients to Wes Woodle and he has always handled their matter with excellent professionalism. Wes is knowledgeable, practical, and always looking our for the best interest of the client.
- MJMaureen JacksonMar 9, 20205.0Fantastic financial advisor.
- LVLisa VJul 11, 20185.0Wes is the absolute BEST financial advisor--he knows what he is doing and he is not pushy. He keeps in touch with you throughout the year and Edward Jones has great investment programs which they manage your investments for you. His assistant Tiffany is ALWAYS available to help you and quickly and efficiently handles transfer of funds.I have never understood investments nor do I want to figure it out---they take care of that for me. I highly recommend using Wes Woodle from Edward Jones for your investment needs and financial planning.
Frequently Asked Questions About Edward Jones - Financial Advisor: Wes Woodle III, CFP®|AAMS®
What are the main financial services offered by Edward Jones - Financial Advisor: Wes Woodle III?
Edward Jones offers personalized financial advisory services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Wes Woodle III located?
The office is located at 257 Monmouth Rd, Building B, Oakhurst, NJ 07755, USA.
What are the regular office hours for Edward Jones - Financial Advisor: Wes Woodle III?
The office is open Monday to Friday from 8:30 AM to 5:00 PM, with extended hours until 7:00 PM on Tuesdays and Thursdays. It is closed on Saturdays and Sundays. Fridays are by appointment only.
How can I schedule an appointment with Edward Jones - Financial Advisor: Wes Woodle III?
Appointments can be scheduled by visiting their contact page online or contacting them directly via phone or email.
What languages are spoken at Edward Jones - Financial Advisor: Wes Woodle III?
English is the primary language used for communication at the office.
How can I contact Edward Jones - Financial Advisor: Wes Woodle III?
You can reach them by phone at +1 732-531-4820 or via email at wes.woodle@edwardjones.com.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they provide a retirement savings calculator available on their website to help clients prepare for their financial future.
Are there other financial service providers near Edward Jones located at 257 Monmouth Rd?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: Ethan E Wagner and Grande Financial Services, offering additional investment and advisory options.
What health and wellness services are available near Edward Jones in Oakhurst, NJ?
Nearby wellness options include Bass Chiropractic & Wellness Center, Luxe Dental Spa for dental care, and several medical doctors like Ronald L. Kamm, MD and Dr. Evan Adler, which might be convenient for clients combining health and financial appointments.
Are there any fitness or mental health service options close to Edward Jones - Financial Advisor: Wes Woodle III?
Yes, clients can visit Do Yoga studio for fitness and Sports Psychology & Counseling or Impact Counseling for mental health support, all located nearby for convenience.