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: Jeremy W Payton, CFP®
255A West Central Avenue, Springboro, OH
45066, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- CWCaryn W.Jan 3, 20205.0My husband and I had never worked with a financial adviser before. We've just been regular contributors to our work 401k's, no other investing. With retirement approaching we wanted to make sure we were on the right track, and needed to come up with a plan to pay off debt and pay off our house before we retire. Jeremy not only took time to get to know us and to find out what we wanted our retirement to look like, he walked us through various plans based on what decisions, changes we made or didn't make today. Jeremy made us feel comfortable when we felt ignorant about the world of finance. He was almost like a therapist! Strongly recommend Jeremy if you are looking to get rid of debt, and make sure you have a solid plan for your golden years.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy W Payton, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Jeremy W Payton offer?
Edward Jones provides retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jeremy W Payton located?
It is located at 255A West Central Avenue, Springboro, OH 45066, USA.
What are the office hours for Edward Jones - Financial Advisor: Jeremy W Payton?
The office is open Monday to Thursday from 9:00 AM to 4:30 PM, Tuesday until 5:00 PM, and Friday until 4:00 PM; it is closed on Saturdays and Sundays.
How can I contact Jeremy W Payton at Edward Jones?
You can reach Jeremy W Payton by phone at +1 937-748-4394 or by email at jeremy.w.payton@edwardjones.com.
Does Edward Jones - Financial Advisor: Jeremy W Payton have an online presence?
Yes, you can find more information on their website or LinkedIn profile, and they also have Android and iOS apps for convenient access.
What financial products and services are offered?
They offer services such as stocks and bonds brokerage, investment management, and financial advisory services.
How can I schedule a consultation with Jeremy W Payton?
You can book an appointment via their online reservation page at Edward Jones's website.
What nearby dining options are available when visiting Edward Jones in Springboro?
Nearby dining options include Roosters, a local American chicken restaurant, Thai Silver Spoon offering Asian cuisine, and Marco's Pizza for Italian dishes.
Are there any nearby wellness or beauty services close to Edward Jones?
Yes, visitors can find Jas Nails nail and beauty salon, Bear Naked Tanning, and L.A. Tan tanning salons nearby for personal care and beauty services.
What local businesses near Edward Jones might be helpful for home and garden needs?
Near Edward Jones, you can visit Prime Time Lawn And Landscape for gardening services and Miami Valley Exteriors and Interiors for home contracting and painting services.