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: Sherri A Devlin, RICP®
212 S Main St, New Carlisle, OH
45344, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Sherri A Devlin, RICP®
What services does Edward Jones - Financial Advisor: Sherri A Devlin, RICP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Sherri A Devlin, RICP® located?
The office is located at 212 S Main St, New Carlisle, OH, 45344, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Sherri A Devlin, RICP®?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Sundays and Saturdays by appointment only.
How can I contact Edward Jones - Financial Advisor: Sherri A Devlin, RICP® for an appointment?
You can call them at +1 937-846-1482 or email sherri.devlin@edwardjones.com. To schedule, use their contact page at https://www.edwardjones.com/us-en/financial-advisor/sherri-devlin/contact/
Does Edward Jones - Financial Advisor: Sherri A Devlin, RICP® offer online tools or mobile apps?
Yes, Edward Jones offers mobile apps available on Android and iOS, allowing clients to manage investments. The apps can be found in the Google Play Store and Apple App Store.
What languages are spoken at Edward Jones - Financial Advisor: Sherri A Devlin, RICP®?
Services are provided in English.
Can you recommend nearby places to visit when going to Edward Jones for a consultation?
Nearby, you can visit Studio Seven for beauty services or Abe's Hidden Treasures for home goods and gifts. The New Carlisle First United Methodist Church is also close by for community events.
Are there convenient services near Edward Jones - Financial Advisor: Sherri A Devlin, RICP® for errands?
Yes, CVS Pharmacy and Rite Aid are nearby for pharmacy and convenience needs, and the UPS Access Point location provides courier and shipping services.
Where can clients find recreational or cultural activities near Edward Jones - Financial Advisor: Sherri A Devlin, RICP®?
Clients might enjoy visiting La Petite Danse, a dance school and concert venue, and the Honeycreek Galleries, which features antiques, gifts, and art.
How can Edward Jones help me prepare for retirement?
They provide tailored retirement planning and offer an online retirement savings calculator to help assess readiness, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html