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: Robert Moretti Jr, CFP®
740 Del Monte Lane, Reno, NV
89511, United States
Hours
Reviews
5.0
2 reviews
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2
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- RGRachel GonzalezOct 17, 20255.0Robert recently handled some investments for me after I received money from a trust. He helped me place money safely while at the same time focusing on growth strategies that make sense for me personally. Robert seems genuinely motivated to help people achieve what they want to in life through their financial decisions. He is honest, thorough, and knowledgeable. When I sat down with him, he had a power point prepared for me personally that detailed a custom plan just for me. With my investment in place, I have a growth trajectory for the next 30-40 years of my life, which helps relieve my anxiety about having money in the future. I've had a great experience so far and am looking forward to what comes.
- MPMark PoelmaApr 2, 20255.0Robert is an excellent resource for everything financial planning. He is an expert in his field!
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert Moretti Jr, CFP®
What services does Edward Jones - Financial Advisor: Robert Moretti Jr, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
What are the regular office hours for Edward Jones - Financial Advisor: Robert Moretti Jr?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays, except by appointment only.
How can I schedule an appointment with Robert Moretti Jr?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/robert-moretti/contact/.
Where is Edward Jones - Financial Advisor: Robert Moretti Jr located?
The office is located at 740 Del Monte Lane, Ste 14, Reno, NV 89511, USA.
What is the contact number and email for Edward Jones - Financial Advisor: Robert Moretti Jr?
You can contact them by phone at +1 775-852-8801 or email at robert.moretti@edwardjones.com.
What digital apps are available for accessing Edward Jones services?
Edward Jones offers mobile apps available for Android and iOS devices via Google Play and the Apple App Store.
Which nearby financial services can customers explore in the area around Edward Jones?
Nearby, customers will find Kevin Anderson PMR Loans and Taylor Leathers - Mortgage Advisor, offering mortgage and loan services complementing financial planning.
Are there any nearby medical centers close to Edward Jones - Financial Advisor: Robert Moretti Jr?
Yes, Renown Medical Group - Senior Care - Del Monte and Chelsey Miller, APRN are nearby medical facilities, useful for clients seeking healthcare services before or after their financial appointments.
What dining options are close to Edward Jones for grabbing a meal or coffee?
Clients can visit The Village Well, a local bar and restaurant, or Perenn Bakery and Coffee Shop nearby for dining or coffee before or after their visit.
How can nearby transit or banking facilities aid customers visiting Edward Jones?
Chase Bank and Chase ATM near Edward Jones provide convenient banking services and cash access for clients visiting the financial advisor.