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: Denny Neat
9157 Montgomery Road, Montgomery, OH
45242, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Denny Neat
What services does Edward Jones - Financial Advisor: Denny Neat offer?
Edward Jones - Financial Advisor: Denny Neat offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Denny Neat located?
The office is located at 9157 Montgomery Road, Suite 206, Montgomery, OH 45242, United States.
How can I contact Edward Jones - Financial Advisor: Denny Neat?
You can reach Edward Jones - Financial Advisor: Denny Neat by phone at +1 513-817-0161 or +1 513-271-3150, or by email at denny.neat@edwardjones.com.
Is there an online way to schedule a consultation with Edward Jones - Financial Advisor: Denny Neat?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/denny-neat/contact/.
Does Edward Jones offer any mobile apps for convenient access to financial services?
Yes, Edward Jones offers mobile apps available on Android at the Google Play Store and on iOS through the Apple App Store to manage your investments and financial planning.
What languages are supported by Edward Jones - Financial Advisor: Denny Neat?
Services are provided in English.
What nearby services can complement a visit to Edward Jones - Financial Advisor: Denny Neat?
Nearby you can find National Benefit Brokerage and Mercer Advisors Wealth Management for additional financial advising and trust services, which may complement your investment planning with Edward Jones.
Are there any healthcare providers close to Edward Jones - Financial Advisor: Denny Neat?
Yes, multiple healthcare providers like Smiles 1st Children's Dentistry, Montgomery Pediatrics, and Skin Diagnostics Laser and Rejuvenation are nearby, which might be useful for family health appointments around your visit.
Can I find legal or professional services near Edward Jones - Financial Advisor: Denny Neat?
Yes, legal services such as Dusterberg Richard B and Mathews and Mathews Co. are close by and could help with any legal or professional consulting needs you may have related to financial matters.
Since when has Edward Jones been established and competing in the financial advisory market?
Edward Jones has been established since 1922, offering nearly a century of experience in financial advisory services.