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 Swanton, CFP®|CEPA®
68 East Main Street, Somerville, NJ
08876, United States
Hours
Reviews
5.0
1 reviews
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1 star0
- JMJoan MedvarJan 11, 20245.0Jim and Denise are an amazing team! They always go above and beyond to make sure I’m comfortable and always do what’s in my family’s best interest! Couldn’t recommend them any more!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Swanton, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Jim Swanton, CFP®|CEPA® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, investment management, and financial advising tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Jim Swanton?
Monday, Wednesday, and Friday from 8:00 AM to 8:00 PM; Tuesday and Thursday from 8:00 AM to 4:30 PM; closed on Saturdays and Sundays, but available by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Jim Swanton located?
The office is located at 68 East Main Street, Somerville, NJ 08876, USA.
How can I contact Edward Jones - Financial Advisor: Jim Swanton for a consultation?
You can contact them by phone at +1 908-236-0495 or email jim.swanton@edwardjones.com. Appointments can also be made through their online contact page.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they have a retirement savings calculator available on their website to help clients prepare for their future retirement needs.
What languages are supported at Edward Jones - Financial Advisor: Jim Swanton?
Services are provided in English.
Are there dining options near Edward Jones - Financial Advisor: Jim Swanton for clients to visit before or after appointments?
Yes, nearby dining options include Real Jamaican Jerk An' Ting Restaurant, Turf Surf and Earth (seafood and American cuisine), Salted Lime Bar and Kitchen (Mexican and Latin American cuisine), McCormick's Pub, and Maya Hookah Lounge.
What legal services are available near Edward Jones - Financial Advisor: Jim Swanton?
Nearby legal services include Savo, Schalk, Corsini, Warner, Gillespie, O'Grodnick & Fisher, PA, The Legato Law Firm, Lane & Lane, LSNWJ - Legal Services of Northwest Jersey, Schalk Charles Z, Lyons & Associates, P.C., and Sugarman Law.
Are there any healthcare or therapy services nearby Edward Jones - Financial Advisor: Jim Swanton?
Yes, nearby healthcare services include Northeast Speech and Language Services and Somerville Dental Sleep Medicine, as well as Richard P Charmoy DMD LLC dental practice.
What nearby transportation or accommodation options could assist clients visiting Edward Jones - Financial Advisor: Jim Swanton?
Clients can find accommodation at the Somerset Hotel nearby. While specific transit stations are not listed, the downtown Somerville location provides access to local transport options.