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: Warren R O'Connor
57 Phila Street, Saratoga Springs, NY
12866, United States
Hours
Reviews
4.5
8 reviews
5 stars
6
4 stars
1
3 stars0
2 stars
1
1 star0
- BSBruce SnyderOct 28, 20245.0Warren has been our financial advisor for many years. He was not our first financial advisor but after relocating to the area we needed to find someone we could trust and talk to and feel safe about our investments. Warren has always been available when we have a question, spent over 2 hours at our first meeting getting to know us and our family and touches base with us on a regular basis. We saw a negative review on Warren and felt we needed to respond. We all lost money the first few years of the Biden administration, Covid, high inflation, etc….. but that was no reflection on Warren or Edward Jones. Warren keep us informed during those hard times and our investments came back stronger than before. Warren has always been there for us, kept us calm when their was a correction in the market and if needed, has meet with us at anytime. We would highly recommend Warren for your financial advisor and trust him on our investment advice. Bruce and Susan Snyder
- ETElaine ThorpeAug 26, 20215.0Warren was very helpful at a stressful time and was very professional and just couldn’t be any nicer. Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Warren R O'Connor
What services does Edward Jones - Financial Advisor: Warren R O'Connor provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Warren R O'Connor located?
The office is located at 57 Phila Street, Suite 1, Saratoga Springs, NY 12866, United States.
What are the business hours of Edward Jones - Financial Advisor: Warren R O'Connor?
The office is open Monday to Friday from 8:30 AM to 5:30 PM and closed on weekends.
How can I contact Warren R O'Connor at Edward Jones?
You can contact Warren R O'Connor by phone at +1 518-581-1438 or via email at warren.o'connor@edwardjones.com.
Is it possible to book a financial consultation online with Edward Jones - Financial Advisor: Warren R O'Connor?
Yes, you can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/warren-o'connor/contact/
Which nearby places can I visit after my appointment at Edward Jones?
You can visit nearby spots such as Solevo Kitchen & Social Club for dining or the Saratoga Springs Public Library for some quiet reading time.
Are there any fitness centers near Edward Jones - Financial Advisor: Warren R O'Connor?
Yes, nearby fitness options include Refine Private Training Studio, The Pilates Institute, and Haus of Stiel Fitness, all great for post-meeting workouts.
What nearby places can help me relax or enjoy a coffee after visiting Edward Jones?
You might enjoy visiting Friends Coffee Shop or Higher Grounds to relax with a coffee or tea nearby.
Does Edward Jones - Financial Advisor: Warren R O'Connor have an online presence where I can learn more?
Yes, information is available on their website https://www.edwardjones.com/us-en/financial-advisor/warren-o'connor, and you can also follow Edward Jones on Twitter @EdwardJones or visit their Facebook page.
Which competitors does Edward Jones track for investment advisory services?
Edward Jones tracks competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab in investment advisory services.