Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS®

5.0
2 reviews

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: Ed Zapson, CFP®|AAMS®
71 Smith Ave, Mt Kisco, NY
10549, United States

Hours

Reviews

5.0
2 reviews
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  • KM
    Kathy Morano
    Jan 2, 2024
    5.0
    Always very helpful, not only with our financial concerns, but helped us with elderly family members. 110% would recommend Ed Zapson and his office staff. Everyone treats us like we're the only clients they have. Extremely happy with all services received.
  • MG
    Matt Grasso
    Dec 12, 2017
    5.0
    Ed Zapson is well versed in the art of investing money for his clients. Ed is the plan administrator for my company's 401k plan. I am the owner of a 30 employee auto body shop in Bedford Hills,NY. He matched us with the American Funds to help meet our long term needs. His communication and interpersonal skills help separate him from his peers. I highly recommend Ed and his staff to any individual or company looking to invest their money with someone they can trust. The slogan of Edward Jones is making sense of investing. Ed Zapson does that to perfection.

Frequently Asked Questions About Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Ed Zapson provide?

Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.

What are the office hours for Edward Jones - Financial Advisor: Ed Zapson?

The office is open Monday to Friday from 9:30 AM to 4:00 PM. It is closed on Saturdays and Sundays, but appointments can be scheduled on weekends by request.