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: Baishi Wang, CFP®|CFA®
160 N State Rd, Briarcliff Manor, NY
10510, United States
Hours
Reviews
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- SPSophie PaolicelliMar 15, 20225.0Baishi has been our financial advisor for a few years now. She is extremely knowledgeable and insightful! Her personality is very warm and kind. She is very attentive to her clients and we trust her to manage our finances 100%!
- PSPeter SayeghOct 15, 20195.0Highly motivated, energetic, and her background makes her very knowledgable in this field.
Frequently Asked Questions About Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA®
What personalized investment services does Edward Jones - Financial Advisor: Baishi Wang offer?
They offer retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor: Baishi Wang during weekdays?
They are open Monday to Friday from 10:30 AM to 8:30 PM.
Is the Edward Jones office open on Saturdays?
The office is closed on Saturdays but is available by appointment only.
Where is Edward Jones - Financial Advisor: Baishi Wang located?
The office is located at 160 N State Rd, #102, Briarcliff Manor, NY 10510, USA.
How can I get in touch with Baishi Wang, the financial advisor at Edward Jones?
You can contact Baishi Wang via email at baishi.wang@edwardjones.com or by phone at +1 914-604-4166.
Does Edward Jones offer online tools for preparing for retirement?
Yes, they provide a retirement savings calculator available on their website to help clients plan for the future.
Can you name some nearby medical providers close to Edward Jones in Briarcliff Manor?
Nearby medical providers include Dr. Andrew Greenberg Oral and Maxillofacial Surgeon, Greenspan Audiology, and Dr. Victor M Sternberg DMD.
What nearby services can complement financial planning visits to Edward Jones?
Clients might find it convenient to visit RMJR Tax and Accounting for tax services or Strategic Planning Service for additional financial service support nearby.
Are there any nearby amenities for clients who want to relax or get refreshments after visiting Edward Jones?
Yes, 105-Ten Bar & Grill is a nearby restaurant and bar where clients can enjoy a meal or drink after their appointment.
What financial products and services does Edward Jones provide?
They provide services including Investment Management, Stock & Bond Brokerage, and personalized Financial Advisory Services.