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: David B Gottlieb
Frequently Asked Questions About Edward Jones - Financial Advisor: David B Gottlieb
What financial services does Edward Jones - Financial Advisor: David B Gottlieb offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage.
Where is Edward Jones - Financial Advisor: David B Gottlieb located?
The office is located at 31100 Pinetree Rd, Suite 200, Pepper Pike, OH 44124, USA.
What are the office hours of Edward Jones - Financial Advisor: David B Gottlieb?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David B Gottlieb by phone or email?
You can call the main phone number at +1 216-616-8339 or the alternate phone at +1 216-464-7930. The email address is david.gottlieb@edwardjones.com.
Is there an app available for Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
How can I schedule a consultation with David B Gottlieb at Edward Jones?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-gottlieb/contact/.
What languages are spoken at Edward Jones - Financial Advisor: David B Gottlieb?
The office provides services in English.
What nearby medical services are available around Edward Jones - Financial Advisor: David B Gottlieb?
Nearby medical services include Healing Family Functional Medicine: Seema Patel, MD, MPH, IFMCP and Greater Cleveland Pediatrics, which could be convenient for clients managing family health while planning finances.
Are there nearby beauty and wellness centers to visit around Edward Jones?
Yes, nearby beauty and wellness centers include B Lashed LLC, Laurice Skin Care, Cosmetic Rejuvenation Center, and Santo Salon & Spa, which clients might want to visit before or after financial consultations.
What real estate services are close to Edward Jones - Financial Advisor: David B Gottlieb?
Nearby real estate services include Peter Greiner Realtor, Sheree Klausner - Century 21 Premiere Properties, Andrea Sheppard, Ohio Real Estate Agent and Notary, EP Burke Real Estate, Bruce Sundman, Michele Stevens, and Gold Real Estate, useful for clients interested in property investments.