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.
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Edward Jones - Financial Advisor: Derek B Loomis, AAMS®
Derek Loomis was highly recommended to me by a close friend and has steadily exceeded all previous financial investment experiences I previously had. Both personable and professional, knowlegeable and always accessible. I feel more secure about my financial future with his help.
Frequently Asked Questions About Edward Jones - Financial Advisor: Derek B Loomis, AAMS®
What services does Edward Jones - Financial Advisor: Derek B Loomis, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Derek B Loomis, AAMS® located?
The office is located at 6265 Route 31, Suite #2, Cicero, NY 13039, USA.
What are the business hours of Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I make an appointment with Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
You can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/derek-loomis/contact/.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Android through the Google Play Store and iOS via the Apple App Store.
What is the phone number to contact Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
You can reach them at +1 315-699-1459.
Which languages are spoken at Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
English is the primary language used for communication.
Are there nearby financial services that complement Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
Yes, nearby places include H&R Block which offers tax services, and other Edward Jones financial advising offices that can provide additional financial support.
What local real estate agents are near Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
Several real estate agents and agencies nearby include Kellie Jo Maher, Laura Lenze, Linda Gable at Coldwell Banker Prime Properties, and others within the Coldwell Banker Prime Properties network.
What nearby amenities can clients enjoy before or after visiting Edward Jones - Financial Advisor: Derek B Loomis, AAMS®?
Clients might visit local restaurants like Twin Trees Cicero or Peacock Bar and Grill, or enjoy leisure activities such as Big Don's Wild River Mini Golf nearby.