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: Thomas J Geoghegan, CFP®
284 Main Street, Beacon, NY
12508, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- RGRalph GoedeckeMar 29, 20235.0I found the associates at Edward Jones Beacon office to be very helpful, competent, and professional. They have assisted me through numerous queries and challenges. 👍😊
- PDPeter DeMarcoSep 17, 20225.0Excellent financial establishment on Main Street in Beacon. Highly recommend as for Tom.
- MMMike McBrideNov 5, 20215.0I was referred to Tom by a close family friend. I was originally hesitant because financials advisors make me nervous. However, I signed up with Tom and he helped me get going with my IRA in a manner that I felt comfortable with. I didn't feel pressured to do anything, and he was super patient explaining the in's and out's to me. Really felt lost at sea prior to working with Tom- couldn't recommend him enough.
- RLRob LoCurtoNov 5, 20215.0I've been working with Tom Geoghegan for a few years now and found his expertise in the field to be informative and rewarding. I highly recommend using Tom. He has a knack for simplifying complex financial topics and consistently quantifies your investment. 10/10 Financial Advisor - Highly Recommend
- MPMarie PriscoOct 17, 20195.0I have been investing with Edward Jones for several years. The reason I transferred my IRA’s and other funds here was primarily my impression and trust in representative Mr Thomas Geoghegan. I met Tom on my front porch as he was walking the neighborhood introducing himself. I found his enthusiasm for his job refreshing. In addition, over the years that I have trusted him to advise me, I have come to realize his integrity, character, and commitment to the community he serves. I believe in Tom Geoghegan and Edward Jones. So much so that I have influenced my young adult grandsons to invest in the company and begin to finance their IRA’s with Tom’s advice. We are kept informed by Mr. Geoghegan concerning our accounts and intend to remain with Edward Jones. .
Frequently Asked Questions About Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
What services does Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the business hours for Edward Jones on weekdays?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Thomas J Geoghegan at Edward Jones?
You can contact him via phone at +1 845-454-6056 or email at thomas.geoghegan@edwardjones.com.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Thomas J Geoghegan?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/thomas-geoghegan/contact/.
Where is Edward Jones - Financial Advisor: Thomas J Geoghegan located?
The office is located at 284 Main Street, Beacon, NY 12508, USA.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor: Thomas J Geoghegan?
Services are provided in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Thomas J Geoghegan?
Yes, nearby you can find Edward Jones - Financial Advisor: Michael p Sarubbi for additional financial advising services.
What dining options are available nearby Edward Jones on Main Street?
Nearby restaurants include Tara Indian and Middle Eastern Fusion Cuisine, Bombay Wraps, Royal Crepes, and The Roosevelt Bar where you can enjoy diverse cuisines before or after your visit.
Are there any nearby places for entertainment or relaxation near Edward Jones in Beacon?
Yes, you can visit places like Happy Valley Arcade Bar for games and drinks, The Studio gym for fitness, or explore Howland Public Library for quiet time.