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
Shaun and Amy are fantastic! Helpful, considerate, smart people.
AA
alezi ali (Alezi)
Sep 4, 2024
4.0
It was clean from the outside i never dealt with them before but one time I entered thinking as a bank but soon as entered i said hi sorry at the wrong address and left there. They gave me seed a smile and I told him have a good day.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shaun I Roach
What services are offered by Edward Jones - Financial Advisor: Shaun I Roach?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Shaun I Roach located?
The office is located at 356 Troy Schenectady Rd, Ste 7, Latham, NY 12110, USA.
What are the regular business hours of Edward Jones - Financial Advisor: Shaun I Roach?
They are open Monday through Friday from 8:00 AM to 4:00 PM and closed on Sundays and Saturdays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Shaun I Roach?
You can contact them by phone at +1 518-313-7872 or via email at shaun.roach@edwardjones.com.
Is it necessary to make an appointment to visit on Saturdays?
Yes, visits on Saturdays are by appointment only.
What is the best way to book a consultation with Shaun I Roach?
Consultations can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/shaun-roach/contact/.
What languages are supported at Edward Jones - Financial Advisor: Shaun I Roach?
Services are offered in English.
Are there any nearby dining options I can visit before or after my appointment?
Yes, Sweet Elevation Bakery, a bakery and cafe, is nearby and offers a nice spot for dining before or after your visit.
Can I combine a visit to Edward Jones with some local recreational activities?
Absolutely, you can visit Kingpin's Alley, a bowling alley and sports bar, or Spare Time-latham, an amusement park and bowling alley, both nearby for some fun.
Are there convenient car rental services near Edward Jones - Financial Advisor: Shaun I Roach?
Yes, both Enterprise Rent-A-Car and Hertz car rental agencies are located nearby, providing convenient options for transportation.