Edward Jones - Financial Advisor: Nathan T Petrinec, CFP®|CEPA®|AAMS®

5.0
4 reviews
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Business Details

1261 Asbury Avenue, Ocean City, NJ
08226, United States
(609) 398-6127
https://www.edwardjones.com/us-en/financial-advisor/nathan-petrinec
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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: Nathan T Petrinec, CFP®|CEPA®|AAMS®
1261 Asbury Avenue, Ocean City, NJ
08226, United States

Hours

Reviews

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  • TH
    Tim Hogan
    Jun 21, 2023
    5.0
    My 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!
  • ZZ
    Zenicu
    Aug 30, 2021
    5.0
    Nate & 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.
  • BM
    bille Mo
    Oct 21, 2020
    5.0
    The 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!
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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.