Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Charlie E Santos, CEPA®|AAMS®|CRPC™
400 W Main St, Babylon, NY
11702, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Charlie E Santos, CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Charlie E Santos offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Charlie E Santos located?
Their office is located at 400 W Main St, Suite 105, Babylon, NY 11702, United States.
How can I schedule an appointment with Charlie E Santos?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/charlie-santos/contact/.
What financial specialties does Charlie E Santos have?
He specializes in 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
What languages are spoken by the advisor at Edward Jones in Babylon?
English is the primary language spoken.
Can I use a retirement calculator to prepare my finances with Edward Jones?
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 get ready for retirement.
What are some nearby healthcare facilities to Edward Jones in Babylon?
Nearby healthcare facilities include Ear Works Audiology, P.C., Ear, Nose & Throat Associates of New York, P.C., and Suffolk DBT Therapy of Long Island, which may be convenient for clients managing health alongside their financial planning.
Are there other financial advising services near Edward Jones in Babylon?
Yes, The TE Group is a nearby financial advising firm that can offer additional financial services in the area.
How can nearby medical centers benefit clients visiting Edward Jones in Babylon?
Nearby medical centers such as Nassau Suffolk Neurology provide healthcare services which can be useful if clients want to combine health consultations with their financial planning visits.
What are the main contact methods for Edward Jones - Financial Advisor: Charlie E Santos?
You can contact them by phone at +1 631-302-7897, alternate phone +1 631-367-3124, or email at charlie.santos@edwardjones.com.