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: Patrick Surdy, CFP®
1522 E Perkins Ave, Sandusky, OH
44870, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick Surdy, CFP®
What services does Edward Jones - Financial Advisor: Patrick Surdy, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule a consultation with Patrick Surdy at Edward Jones?
You can schedule a consultation by contacting the office via phone at +1 419-951-0408 or by using the online contact form at https://www.edwardjones.com/us-en/financial-advisor/patrick-surdy/contact/.
Where is Edward Jones - Financial Advisor: Patrick Surdy located?
The office is located at 1522 E Perkins Ave, Suite F, Sandusky, OH 44870, United States.
What languages are supported at Edward Jones - Financial Advisor: Patrick Surdy?
English is the language supported for services and consultations.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator to help clients prepare for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Is Edward Jones - Financial Advisor: Patrick Surdy currently open?
Yes, the office is open and available for new and existing clients.
What nearby financial services are close to Edward Jones in Sandusky?
Nearby financial services include Marie T Shultz - Ameriprise Financial Services, LLC and North Coast Tax Problem Resolution Service LLC, which can be helpful for clients seeking additional financial advice or tax assistance.
Are there any nearby healthcare providers to Edward Jones for clients visiting the area?
Yes, nearby healthcare providers include Lake Erie Hearing, Dr Roberts & Associates, TLC Home Health Care of Ohio, and NOMS Dr. Brian A. Baxter, offering medical and audiology services.
What recreational facilities are near Edward Jones - Financial Advisor: Patrick Surdy in Sandusky?
Work Space Sandusky, a community center and gym, offers sports and recreational activities close to the Edward Jones office where clients can unwind or hold community events.
How can nearby places in Sandusky enhance my visit to Edward Jones?
Clients visiting Edward Jones can benefit from nearby services such as massage therapy at Sacred Healing Massotherapy and Radiant Massage Center for relaxation, or handle related needs like insurance at Nationwide Insurance: Yanak Insurance Group.