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: Samantha Beach
1660 W Main St, Wilmington, OH
45177, United States
Reviews
5.0
1 reviews
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1 star0
- JWjeffrey winholtOct 5, 20225.0Samantha obviously has knowlege and experience. I would recommend her to anyone.
Frequently Asked Questions About Edward Jones - Financial Advisor: Samantha Beach
What services does Edward Jones - Financial Advisor: Samantha Beach offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with stocks and bonds, investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Samantha Beach?
You can call them at +1 937-382-8317 or email samantha.beach@edwardjones.com.
Where is Edward Jones - Financial Advisor: Samantha Beach located?
They are located at 1660 W Main St, Wilmington, OH 45177, USA.
Does Edward Jones - Financial Advisor: Samantha Beach offer online appointment booking?
Yes, you can book an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/samantha-beach/contact/
What languages are supported by Edward Jones - Financial Advisor: Samantha Beach?
They offer services in English.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices.
How does Edward Jones - Financial Advisor: Samantha Beach protect client data?
Information about their data use and protection can be found on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can visit Dawn Of Healing Therapeutic Massage or LotusTouch Medical Massage for relaxation, or check out The Flip Zone for gymnastics and active life activities.
Are there nearby businesses that customers might find useful when visiting Edward Jones?
Yes, nearby businesses include McIntosh Real Estate Services if you have real estate needs, and Phillips Insurance Associates for insurance services.
Can nearby automotive services help customers visiting Edward Jones?
Definitely. Dell and Company Detailing and Wilmington Collision provide automotive detailing and repair services close to Edward Jones, which might be convenient for clients.