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
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew D Terp
What financial services does Edward Jones - Financial Advisor: Matthew D Terp offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Matthew D Terp located?
The office is located at 1027 Ridge Rd, Webster, NY 14580, United States.
What are the business hours for Edward Jones - Financial Advisor: Matthew D Terp?
They are open Monday through Friday from 8:30 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with Matthew D Terp at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-terp/contact/.
Is there an app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help manage your investments.
What languages are spoken at Edward Jones - Financial Advisor: Matthew D Terp?
Services are offered in English.
What is a useful online tool offered by Edward Jones to prepare for retirement?
They feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan their retirement.
What nearby parks can I visit before or after my appointment with Edward Jones?
Nearby parks include Karpus Family Playground and Ridge Park, both good spots to relax.
Are there any dining options close to Edward Jones - Financial Advisor: Matthew D Terp?
Yes, Proietti's Italian Restaurant and Bruster's Real Ice Cream are nearby and offer great options for dining and desserts.
What nearby services could be useful for visiting clients at Edward Jones?
Nearby services include the Webster Town Hall, Webster Police department, and U-Haul Moving & Storage, useful for various personal and community needs.