Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Carla M Morris
706 University Avenue, Rochester, NY
14607, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- AKAsh K1 day ago1.0Unprofessional, unethical, and shameful. Not even a financial advisor but threatens a former client for posting a truthful review of advisors in her territory. Edward Jones is one of the worst financial advisement companies and I’ll be reaching out to their HR to let them know of Carla’s blatant harassment
- FHForrest HeinzDec 18, 20255.0Carla is very knowledgeable, professional and friendly. She knows her subject very well and is very easy to talk with. I would highly recommend her services as a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Carla M Morris
What investment services does Edward Jones - Financial Advisor: Carla M Morris provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Carla M Morris located?
The office is located at 706 University Avenue, Rochester, NY 14607, United States.
What are the regular business hours for Edward Jones - Financial Advisor: Carla M Morris?
They are open Monday to Thursday from 9:00 AM to 5:30 PM, and on Friday from 9:00 AM to 5:00 PM. The office is closed on Saturdays and Sundays, except by appointment only.
How can I contact Edward Jones - Financial Advisor: Carla M Morris?
You can reach them by phone at +1 585-580-2616 or +1 585-271-3808, or by email at carla.morris@edwardjones.com.
Does Edward Jones - Financial Advisor: Carla M Morris offer online appointment reservations?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/carla-morris/contact/.
Are there any nearby financial services where I can compare investment advisors to Edward Jones - Financial Advisor: Carla M Morris?
Nearby you can find another financial advisor, Edward Jones - Financial Advisor: Barbara Dodge, to explore alternate options or complementary services.
What cafés or coffee shops are close to Edward Jones - Financial Advisor: Carla M Morris for a meeting or a coffee break?
Nearby cafés include Matilda Coffee House & Kitchen, Melo Coffee and Kitchen, and Starry Nites Cafe, perfect for informal meetings or breaks.
Can I visit any cultural or recreational places near Edward Jones - Financial Advisor: Carla M Morris?
Yes, nearby places such as Baobab Cultural Center and Wood Park offer cultural experiences and recreational activities before or after your visit.
What financial tools does Edward Jones - Financial Advisor: Carla M Morris provide to help with retirement planning?
They offer a Retirement Savings Calculator accessible online, which helps clients prepare for their financial future.
Is Edward Jones - Financial Advisor: Carla M Morris affiliated with social media or professional networks?
Yes, they have a LinkedIn profile for professional networking and also maintain a Twitter handle under @EdwardJones.