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: Robert C Diaz, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert C Diaz, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Robert C Diaz offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Robert C Diaz located?
The office is located at 255 Executive Dr, Suite 403, Plainview, NY 11803, United States.
What are the office hours for Edward Jones - Financial Advisor: Robert C Diaz?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Robert C Diaz?
You can contact Robert Diaz by phone at +1 516-349-1204 or by email at robert.diaz@edwardjones.com.
Does Edward Jones - Financial Advisor: Robert C Diaz have an online presence or app?
Yes, they have a LinkedIn profile and mobile apps available on both Android and iOS platforms.
How can I schedule an appointment with Edward Jones - Financial Advisor: Robert C Diaz?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-diaz/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Robert C Diaz?
English is the primary language spoken at this location.
Are there any financial advisory competitors near Edward Jones in Plainview, NY?
Yes, competitors in the area include Attitude Financial Advisors Inc and Mortgage Warehouse, which also offer financial services.
What nearby real estate services are available around Edward Jones in Plainview?
Several nearby real estate agents and agencies include Charles Rutenberg Realty, Miguel Rosario, Real Estate Salesperson, and Danny Agboh - Associate Broker at Charles Rutenberg Realty, Inc.
Are there any useful nearby services I can visit before or after my consultation at Edward Jones?
Yes, nearby services include Blufox Mobile LLC for telecommunications needs and Just Mediation INC for legal services, which might be helpful depending on your financial planning requirements.