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: Rob Fortman II
3139 Research Blvd, Dayton, OH
45420, United States
Hours
Reviews
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- JVJustin VinsonMar 14, 20235.0Rob's expertise and professionalism goes above and beyond. I highly recommend him to anyone. In these financially uncertain times you NEED someone like Rob!!
- MMMichael MenningerAug 24, 20185.0Rob demonstrates all of the qualities in an advisor that people should truly seek out. In my estimation, it isn't enough to simply have the knowledge and resources (which Rob absolutely has). To truly make a difference, advisors have to listen... they have to care. And that, simply put, is Rob. Those who choose to work with Rob will be working with someone who is conscientious and compassionate. His clients are and will remain in good hands.
- AGAllie GaninoMay 20, 20165.0Great experience at the new office at 70 Birch Alley, The Greene will make a great forever home. Rob & Lisa are very helpful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rob Fortman II
What are the regular business hours for Edward Jones - Financial Advisor: Rob Fortman II?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, visits are by appointment only.
Where is Edward Jones - Financial Advisor: Rob Fortman II located?
The office is located at 3139 Research Blvd, Dayton, OH 45420, United States.
How can I schedule an appointment with Edward Jones - Financial Advisor: Rob Fortman II?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/rob-fortmanii/contact/.
What types of financial services does Edward Jones - Financial Advisor: Rob Fortman II offer?
They provide personalized investment services including retirement planning, education savings, stocks and bonds, investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Rob Fortman II?
You can contact them by phone at +1 937-427-4790 or by email at rob.fortmanii@edwardjones.com.
Is there a mobile app to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android (https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en) and iOS (https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818).
What nearby educational institutions are close to Edward Jones - Financial Advisor: Rob Fortman II?
Nearby educational institutions include Wright State University Health, Boonshoft School of Medicine, Sinclair Community College: Research Park Learning Center, Dau Midwest, and DAU Midwest Region--Kettering, which might be convenient for students or professionals seeking financial advice.
Are there any healthcare services near Edward Jones - Financial Advisor: Rob Fortman II?
Yes, there are healthcare services nearby such as Wright State University Health, Boonshoft School of Medicine, Cranial Technologies, Maxxeus Dental, and Roadside Health Center @ Reynolds, making it easy for patients to consult on financial matters related to healthcare planning.
What business or professional services are located near Edward Jones - Financial Advisor: Rob Fortman II?
Nearby businesses include WilmerHale (legal services), Strategic Leadership Associates (business consulting), Quebe Holdings (financial services), Northrop Grumman IS (corporate office), and Woolpert, Inc. These businesses can be useful points of reference or collaboration opportunities.
Does Edward Jones provide any online tools for retirement planning?
Yes, Edward Jones offers a retirement savings calculator to help you prepare for your future. You can access it at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.