Business Details
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: William Henry, CFP®
200 Liberty Street, Penn Yan, NY
14527, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: William Henry, CFP®
What services does Edward Jones - Financial Advisor: William Henry, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: William Henry, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is open by appointment only on Saturdays. The office is closed on Sundays.
Where is Edward Jones - Financial Advisor: William Henry located?
The office is located at 200 Liberty Street, Penn Yan, NY 14527, USA.
How can I contact Edward Jones - Financial Advisor: William Henry?
You can call them at +1 315-694-7297 or email william.henry@edwardjones.com for inquiries or appointments.
Is it possible to book a financial advising appointment online with William Henry?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/william-henry/contact/.
What languages are spoken by the financial advisors at this Edward Jones branch?
The financial advisors at this branch speak English.
Are there any places nearby where I could grab a meal after visiting Edward Jones?
Yes, nearby dining options include Outlet 111 (restaurant and cocktail bar), Lake Life Brewery LLC (brewery and restaurant), Casa Mezcal Reserva (Mexican restaurant), Pizza Hut, New China Buffet, and Union Block Italian (Italian restaurant).
If I am visiting Edward Jones, where can I rent a bike or go paddleboarding nearby?
Shoreline Rentals nearby offers bike rentals and paddleboarding services, an excellent option for outdoor activities before or after your visit.
What shopping or landmark locations are close to Edward Jones - Financial Advisor: William Henry?
Nearby is 111 Liberty, a landmark and historical building that also offers shopping options, ideal for a visit alongside your appointment.
Where can I find a nearby bank or ATM when visiting Edward Jones?
Nearby financial institutions include LNB Banking and Canandaigua National Bank & Trust, as well as ATMs like the LibertyX Bitcoin ATM for your banking convenience.