Edward Jones - Financial Advisor: Nathan T Petrinec, CFP®|CEPA®|AAMS®
5.04 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: Nathan T Petrinec, CFP®|CEPA®|AAMS®
1261 Asbury Avenue, Ocean City, NJ
08226, United States
Hours
Reviews
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- THTim HoganJun 21, 20235.0My wife and I have been clients of Nate for many years. He is personable, knowledgeable, and professional. He structures your portfolio to best fit your wants/needs now and in the future. He has keen insight into market movements and estate planning. I highly recommend Nate!
- ZZZenicuAug 30, 20215.0Nate & his staff, Karen & Bob, are incredible people to deal with. They are very professional, kind, patient & prompt with any of my questions & concerns. They are the kind of people you want to trust & take care of your finances. So many of my colleagues go to this Edward Jones office in Ocean City. Highly recommended without a doubt.
- BMbille MoOct 21, 20205.0The entire staff At Edward Jones has been a very friendly, beneficial, and rewarding experience. I enjoy working with Nate, who always stays in contact to review the portfolio on a regular basis, and his staff, Bob and Karen, are second to none as far as follow up and being there for you with any questions you may have. It's extremely important to choose the right financial company as well as a top-notch advisor such as Nate and his staff, so... when seeking out a great financial company such as Edward Jones and a staff that will be behind you all the time, please reach out to them, you will be happy you did!
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan T Petrinec, CFP®|CEPA®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Nathan T Petrinec offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Nathan T Petrinec located?
The office is located at 1261 Asbury Avenue, Unit A, Ocean City, NJ 08226, USA.
What are the office hours for Edward Jones - Financial Advisor: Nathan T Petrinec?
The office is open Monday to Wednesday from 8:30 AM to 4:30 PM, Thursday from 8:00 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Nathan T Petrinec at Edward Jones?
You can contact him by phone at +1 609-398-6127 or by email at nathan.petrinec@edwardjones.com.
Is there an online way to schedule a consultation with Nathan T Petrinec?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/nathan-petrinec/contact/.
Which languages are spoken at this Edward Jones financial advisory office?
They speak English at this office.
Are there any nearby places where I can relax or grab a snack after visiting Edward Jones?
Yes, nearby places include Fractured Prune Donuts, a bakery and coffee shop, and Seabreeze, a hotel and beach rental. These could be great spots to relax or enjoy a snack after your appointment.
Is there a nearby business that can assist with home improvement needs near Edward Jones?
Yes, Foley Cabinetry & Design and Ocean City Roofing are nearby and provide carpentry, countertop installation, and roofing services.
What local beauty and wellness services are close to Edward Jones?
Nearby options include Kelly's Creations Salon and Spa, bāsalt bodywork (massage therapy and holistic care), and Oceanside Nails, providing a range of beauty and wellness services.
How does Nathan T Petrinec help clients prepare for retirement?
Nathan offers tailored financial advice and a retirement savings calculator available online to help clients plan confidently for their retirement.