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: Ulana M Emerson, CFP®
139 Pike St, Port Jervis, NY
12771, United States
Hours
Reviews
5.0
5 reviews
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- RArich adamsJun 4, 20255.0Great decision, Alana and Shannon are great to work with, very helpful and informative, I'm confident Edward Jones will more then adequately prepare my future for my wife and I.
- JMjohn maciejunesJun 20, 20235.0Always approachable.. never makes you feel like your not important.
- CBChristopher BaileyAug 14, 20215.0Responsive to my needs and listens. She called me to see how I was doing and talked me off the ledge when covid hit.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ulana M Emerson, CFP®
What financial services does Edward Jones - Financial Advisor: Ulana M Emerson, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advising.
Where is Edward Jones - Financial Advisor: Ulana M Emerson, CFP® located?
The office is located at 139 Pike St, Port Jervis, NY 12771, USA.
What are the operating hours of Edward Jones - Financial Advisor: Ulana M Emerson, CFP®?
They are open Monday to Friday from 8:30 AM to 5:00 PM and are closed on Sundays. On Saturdays, they are open by appointment only.
How can I schedule an appointment with Ulana M Emerson, CFP® at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/ulana-emerson/contact/ or by calling +1 845-858-6225.
Does Edward Jones - Financial Advisor: Ulana M Emerson, CFP® provide services in languages other than English?
Their services are offered in English.
What is the best way to contact Edward Jones - Financial Advisor: Ulana M Emerson, CFP® by email?
You can email them directly at ulana.emerson@edwardjones.com.
Are there any financial institutions near Edward Jones in Port Jervis?
Yes, Citizens Bank, a bank and credit union, is located nearby, which can be convenient for banking and financial transactions before or after your visit to Edward Jones.
What community or cultural centers are near Edward Jones - Financial Advisor in Port Jervis?
Nearby, you’ll find the Port Jervis Free Library and the Port Jervis Youth Community Center, great spots to visit for community resources and events around your financial consultation.
Are there any medical or wellness facilities near Edward Jones in Port Jervis?
Yes, there are several nearby including Dental Care of Port Jervis, Hillside Health Medical Practice, and With Ease Wellness for massage therapy, offering convenient options for health and wellness needs close to Edward Jones.
What is the founding year of Edward Jones, and what is their commitment to clients?
Edward Jones was established in 1922 and is committed to helping clients along their financial journey with tailored advice and personalized investment services.