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.
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Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS®
What services does Edward Jones - Financial Advisor: Dale R Rehkopf II offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Dale R Rehkopf II located?
The office is located at 40 Grove Street, Pittsford, NY 14534, US.
How can I contact Edward Jones - Financial Advisor: Dale R Rehkopf II?
You can reach them at +1 585-558-1851, alternate phone +1 585-586-5970, or via email at dale.rehkopf@edwardjones.com.
Does Edward Jones - Financial Advisor: Dale R Rehkopf II have a mobile app?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for easy access to services.
How can I make an appointment with Edward Jones - Financial Advisor: Dale R Rehkopf II?
You can make an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/dale-rehkopf/contact/.
What languages are supported by Edward Jones - Financial Advisor: Dale R Rehkopf II?
They provide services primarily in English.
What is the featured message or tool offered by Edward Jones - Financial Advisor: Dale R Rehkopf II?
They offer a retirement savings calculator to help clients prepare for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there any real estate services near Edward Jones in Pittsford?
Yes, several real estate agents and agencies such as The Todd Stanzel Team of RE/MAX Realty Group, Barb Kozel: REMAX Realty Group, and James Langton: REMAX Realty Group are nearby, which is useful if you plan to buy or sell property in the area before or after consulting with Edward Jones.
Is there dental care close to Edward Jones in Pittsford?
Yes, dental practices like Jan M. Piper-Glasgow, DMD & Nathan A. Glasgow, DDS, and Nathan A. Glasgow are located nearby, which can be convenient for clients looking to manage their health and finances in the same trip.
What other financial or insurance services are available near Edward Jones in Pittsford?
Nearby financial services include other Edward Jones locations and insurance agencies like Pittsford Insurance Agency and Brighton-Pittsford Agency, providing additional support for clients' financial planning needs.