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: Breanna L Lundy, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Breanna L Lundy, CFP®
What services does Edward Jones - Financial Advisor: Breanna L Lundy, CFP® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Breanna L Lundy?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
Where is Edward Jones - Financial Advisor: Breanna L Lundy located?
The office is located at 2 Church St, Greenwich, NY 12834, USA.
How can I contact Edward Jones - Financial Advisor: Breanna L Lundy?
You can call them at +1 518-692-2649 or email breanna.lundy@edwardjones.com.
How can I schedule a consultation with Breanna L Lundy?
You can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/breanna-lundy/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Breanna L Lundy?
Services are provided in English.
Are there any nearby banks where I can handle additional financial transactions?
Yes, TD Bank and Trustco Bank are nearby and can assist with your banking and financial service needs.
What community services or local amenities are close to Edward Jones in Greenwich?
Nearby you can find the Greenwich Free Library for community resources, Greenwich Youth Center for youth activities, and the Greater Greenwich Chamber of Commerce for local business support.
Any local places to visit nearby before or after your visit to Edward Jones?
Visitors might enjoy the Village of Greenwich Historic District, a landmark and historical building, or relax at Greenwich Town of Bathing Beach.
Does Edward Jones - Financial Advisor have an online presence where I can learn more?
Yes, they have a LinkedIn profile, a Facebook page, and apps available on Android and iOS platforms.