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
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Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP®|CEPA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP®|CEPA®
What are the main investment services offered by Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP®|CEPA®?
The main investment services include retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and personalized investment advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jose H Monroy Jr located?
The office is located at 2277 South Avenue, Scotch Plains, NJ 07076, USA.
What are the office hours for Edward Jones - Financial Advisor: Jose H Monroy Jr?
The office is open Monday through Friday from 8:30 AM to 5:00 PM. It is closed on Sundays and Saturdays, but is available by appointment only on Saturdays.
How can I schedule an appointment with Jose H Monroy Jr at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/jose-monroy/contact/ or by calling +1 908-518-0788.
Does Edward Jones - Financial Advisor: Jose H Monroy Jr provide services in any language other than English?
No, services are provided in English.
How can I reach Edward Jones - Financial Advisor: Jose H Monroy Jr online?
You can visit their website at https://www.edwardjones.com/us-en/financial-advisor/jose-monroy, their LinkedIn at https://www.linkedin.com/in/josehmonroyjr, or their Facebook page at https://www.facebook.com/105358107814902.
Are there any nearby places where I can visit before or after a meeting at Edward Jones?
Yes, nearby places include R Studio Beauty salon for self-care, Scotch Plains Donor Center for health services, and local dining options such as Dunkin' coffee shop.
Is there a bank nearby Edward Jones for convenient financial transactions?
Yes, Unity Bank, TD Bank, and Symmetry Financial Group are nearby, offering banking and ATM services that customers can use when visiting Edward Jones.
What nearby health-related services are available close to Edward Jones?
Nearby health services include Foot & Ankle Specialists of New Jersey, New Jersey Blood Services - Scotch Plains Donor Center, and the Vein Treatment Clinic.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.