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: Seth R Winkle, CFP®
873 E Franklin Street, Centerville, OH
45459, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- KKktJun 5, 20251.0made trades in my account without my permission. watch your account closely if you choose to do business with him.
- BHBen HSep 20, 20205.0We decided we needed to pursue a new financial advisor after 4 painful years of poor performance/communication with our previous advisor. But, being newer residents of Arizona, we weren’t sure where to go. Fortunately, friends of ours mentioned their very positive experience with Seth Winkle from Edward Jones. We decided to meet with Seth and see if he would be a good fit for us – and he most definitely was. AND, most importantly, still is. Seth impressed us right from the beginning with his calm, no pressure demeanor. Seth took the time to get to know us before developing an investment strategy that included our input. With Seth’s invaluable guidance, we have developed a comprehensive portfolio, yet Seth’s help doesn’t end there. He continues to assist us to prepare for the future, such as estate planning, long term care, tax implications and preservation of wealth that will one day be passed on to our sons. Seth’s honor, integrity and character have demonstrated to us that he is indeed a “top-shelf” person and trusted investment advisor who sets the standard others should follow.
- SDSandy DykJan 9, 20195.0If you are looking for someone who you can trust, you are definitely in great hands with Seth! Seth takes time to really get to know the people he is helping and truly cares about them.
Frequently Asked Questions About Edward Jones - Financial Advisor: Seth R Winkle, CFP®
What services does Edward Jones - Financial Advisor: Seth R Winkle, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Seth R Winkle?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Seth R Winkle?
You can contact them by phone at +1 480-895-3515 or email at seth.winkle@edwardjones.com.
Where is Edward Jones - Financial Advisor: Seth R Winkle located?
The office is located at 873 E Franklin Street, Centerville, OH 45459, USA.
Does Edward Jones - Financial Advisor: Seth R Winkle have an online presence or app?
Yes, they have a website and mobile apps available on both Android and iOS platforms for client convenience.
Is it possible to schedule an appointment with Seth R Winkle online?
Yes, you can make a reservation or appointment through their online contact page.
What languages are supported at Edward Jones - Financial Advisor: Seth R Winkle?
Services are provided in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Seth R Winkle?
Yes, nearby is Edward Jones - Financial Advisor: Greg Rhodes, AAMS®|CRPC® for additional financial services.
Which local dining options are near Edward Jones - Financial Advisor: Seth R Winkle?
Nearby restaurants include Flavors Eatery Centerville, Soft Rock Cafe, Tuscany's Italian Restaurant, Cassano's Pizza King, Domino's Pizza, and Nida Thai Cuisine, ideal for meals before or after your appointment.
What nearby amenities can customers visit around Edward Jones - Financial Advisor: Seth R Winkle?
Customers can visit Centerville Nutrition for a refreshment, enjoy beauty services at Centerville Nail Cafe or Design One Hair Salon, or check out nearby boutiques like La Dee Dah Fashion Boutique.