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: Jeffrey M Thomas, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey M Thomas, CFP®
What services does Edward Jones - Financial Advisor: Jeffrey M Thomas, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the regular business hours for Edward Jones financial advisory?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on Sundays and Saturdays except by appointment.
How can I schedule an appointment with Jeffrey M Thomas, CFP®?
You can schedule an appointment through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/jeffrey-thomas/contact/ or contact the office phone.
Where is Edward Jones - Financial Advisor: Jeffrey M Thomas located?
The office is located at 1355 West Main Street, Suite C, Bellevue, OH 44811, USA.
Is it possible to get financial advice in a language other than English?
Currently, services are offered in English.
Does Edward Jones provide any online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available online to help clients prepare for retirement.
How can nearby services like Advanced Family Eye Care benefit someone visiting Edward Jones?
Customers visiting Edward Jones could easily combine their financial advisory visit with an appointment at Advanced Family Eye Care for eye health needs since it's close by, making efficient use of their time.
What nearby medical facilities are close to Edward Jones in case of emergencies?
Nearby medical facilities include Bellevue Hospital, University of Toledo Cardiologists, and various specialized clinics, providing comprehensive medical support near Edward Jones.
Are there any fitness or recreational centers near Edward Jones where clients can unwind?
Yes, Anytime Fitness is nearby, offering clients a place for physical fitness and recreation either before or after their financial consultations.
What steps does Edward Jones take to protect my personal and financial data?
Edward Jones follows strict privacy and security measures detailed on their Privacy and Security webpage to protect clients' personal and financial information.