Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
I found the associates at Edward Jones Beacon office to be very helpful, competent, and professional. They have assisted me through numerous queries and challenges. 👍😊
MM
Mike McBride
Nov 5, 2021
5.0
I 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.
RL
Rob LoCurto
Nov 5, 2021
5.0
I'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
PT
Pat Taylor
Nov 2, 2021
5.0
I've been working with Thomas for a little over a year now, and he has always been responsive and insightful about my investments. Excited to watch my portfolio grow with confidence working with him.
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.