Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Mike Sunderman
212 North Main Street, Wellington, OH
44090, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Mike Sunderman
Who is the financial advisor available at this Edward Jones location?
The financial advisor is Mike Sunderman, who offers personalized investing services.
What types of financial services does Edward Jones - Mike Sunderman offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What are some specialties of Edward Jones - Financial Advisor Mike Sunderman?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Mike Sunderman?
You can schedule an appointment through the online reservation link at Edward Jones' website for Mike Sunderman.
What is the contact information for Edward Jones - Financial Advisor Mike Sunderman?
You can call them at +1 440-647-5466 or email mike.sunderman@edwardjones.com.
Does Edward Jones - Mike Sunderman offer any educational resources about IRAs?
Yes, they provide information about IRAs on their official site linked in their featured message.
Is there a mobile app available for Edward Jones services?
Yes, Edward Jones offers apps for both Android and iOS devices available in their respective app stores.
Which nearby financial services can I access around Edward Jones - Mike Sunderman?
Nearby financial advisors include Edward Jones - Financial Advisor Ashley Kahler and insurance agencies like Daniel Gossman: Allstate Insurance.
Are there any dining options near Edward Jones - Financial Advisor Mike Sunderman?
Yes, nearby dining options include Donny's (American restaurant) and Dimitri's Corner Restaurant (diner).
What local attractions can I visit near Edward Jones in Wellington, OH?
You can visit the Spirit of '76 Museum and The Spirit of '76 Museum art and history museums near the office.