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: Patrick E Caufield
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick E Caufield
What types of financial services does Edward Jones - Financial Advisor: Patrick E Caufield provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Patrick E Caufield located?
The office is located at 2160 Penfield Road, Suite 8, Penfield, NY 14526, United States.
What are the business hours for Edward Jones - Financial Advisor: Patrick E Caufield?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on weekends, with appointments available by request Monday through Saturday.
How can I contact Patrick E Caufield at Edward Jones?
You can contact Patrick E Caufield by phone at +1 585-377-4668 or via email at patrick.caufield@edwardjones.com.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Patrick E Caufield?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-caufield/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones has mobile apps available for both Android and iOS devices for easy access to your financial information.
What languages are supported at Edward Jones - Financial Advisor: Patrick E Caufield?
Services are provided in English.
Which nearby places can I visit for dining before or after my appointment at Edward Jones?
Nearby dining options include Times Square Pizzeria and Salvatore's Old Fashioned Pizzeria for pizza, Monte Alban Mexican Grill for Mexican cuisine, Jersey Mike's Subs for sandwiches, Starbucks for coffee, and Five Guys for fast food.
Are there any nearby businesses related to financial and advisory services around Edward Jones - Financial Advisor: Patrick E Caufield?
Yes, nearby financial advisors include Edward Jones offices operated by Patrick W Ousterout, George O Opira, and Agostino V Coccia, as well as Block Advisors offering professional financial services.
What nearby facilities can help me with medical or personal care while visiting Edward Jones?
Nearby you can find YourCare Medical Supply for medical supplies, several doctors including Kerry L Katlic, MD, Andrea Halverson Hernady, MD, and Kevin Edward Klossner, MD, as well as salons like Sunkissed Hair Design and Posh Nail & Spa for personal care.