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: Rich Marlin
1120 Crosspointe Ln, Webster, NY
14580, United States
Reviews
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- DGDennis GellaschOct 19, 20195.0Excellent advise and council. Worked with my family needs as they develop!
- BRBrandon RothAug 30, 20191.0Despite roughly half a dozen attempts, we haven't been able to complete one simple transaction over the course of almost a year. The staff has not been helpful, friendly, easy to contact or knowledgable.
- DMDoug MorrisonJul 20, 20093.0Edward Jones has a great methodology for investment. i was not impressed with the broker at this branch - Rich. Nothing particular, just didnt hit it off or give me a warm feeling. Try the other Webster Edward Jones branch - Peter Wing. Best of both worlds. I love it!
Frequently Asked Questions About Edward Jones - Financial Advisor: Rich Marlin
What services does Edward Jones - Financial Advisor: Rich Marlin offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advising.
How can I contact Rich Marlin for a financial consultation?
You can contact Rich Marlin by calling +1 585-265-0440 or emailing rich.marlin@edwardjones.com to schedule a consultation.
Where is Edward Jones - Financial Advisor: Rich Marlin located?
The office is located at 1120 Crosspointe Ln, Suite 8, Webster, NY 14580, USA.
Is Edward Jones - Financial Advisor: Rich Marlin currently open?
Yes, the business is currently open and operational.
How can I schedule an appointment with Edward Jones - Financial Advisor: Rich Marlin?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/rich-marlin/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
What languages are spoken at the Edward Jones - Financial Advisor: Rich Marlin office?
The office provides services in English.
What nearby wellness services are close to Edward Jones - Financial Advisor: Rich Marlin?
Nearby wellness services include Essential Massage By Michelle for massage therapy, Aesthetic Insights for medical spa and laser hair removal, and Restoration Wellness offering chiropractic and pharmacy services.
Are there any insurance agencies near Edward Jones that clients might visit?
Yes, nearby insurance agencies include Nationwide Insurance: Ryan Ferraro, The Carbone Agency, Michael Shipman: Allstate Insurance, and Ryan Ferraro Agency, which could be useful for clients to coordinate their financial and insurance needs.
What local amenities are near Edward Jones that clients might visit before or after their appointment?
Clients might enjoy visiting Glam & Co. Beauty for beauty salon services or Lil Ceasers for a meal, both conveniently located near the Edward Jones office.