Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®
5.09 reviews
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: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®
3 Valley Square, Blue Bell, PA
19422, United States
Hours
Reviews
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- GBGerald BowesJun 5, 20245.0Fanny Cruz as a financial advisor is so thorough and personable, she loves what she’s doing and it shows with her work. I would recommend Fanny to everyone I know and feel excellent knowing they will all be taken care of properly!
- VLVince LeonettiJul 5, 20235.0I’ve had the pleasure of working with Fanny who is really one of the nicest, most knowledgeable Financial Planners. She is more of a life coach who looks at the entire picture and puts together a comprehensive package that will guide you to meet your financial goals.
- LSleta shawDec 19, 20185.0Fanny Cruz will not only help you invest your money, she will invest herself in you. Fanny's committment and dedication to her clients goes beyond their financial wellbeing.
Frequently Asked Questions About Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®
What services does Edward Jones - Financial Advisor: Fanny Cruz provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Fanny Cruz?
The office is open Monday through Thursday from 9:00 AM to 4:30 PM, Friday from 9:30 AM to 4:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Fanny Cruz at Edward Jones?
You can schedule an appointment by visiting the contact page at Edward Jones website or by calling their local phone number +1 215-643-3740.
Where is Edward Jones - Financial Advisor: Fanny Cruz located?
The office is located at 3 Valley Square, Suite 304, Blue Bell, PA 19422, USA.
What languages are spoken at Edward Jones - Financial Advisor: Fanny Cruz?
The services are provided in English.
Does Edward Jones provide any online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator to help you prepare for your future which can be accessed on their website.
Can I reach Edward Jones - Financial Advisor: Fanny Cruz through social media?
Yes, you can follow Edward Jones on Twitter @EdwardJones or visit their Facebook page at https://www.facebook.com/313054252511685.
What other financial advisory services or competitors are near Edward Jones - Financial Advisor: Fanny Cruz?
Nearby financial advisory services include IM Wealth Partners and another Edward Jones office, and major competitors like Merrill Lynch, Wells Fargo Advisors, and Schwab.
What nearby businesses could visitors to Edward Jones also visit?
Visitors can explore nearby businesses like XFINITY Store by Comcast for tech needs, HM Insurance Group for insurance services, or several real estate agencies such as Stephanie Parker - eXp Realty.
Are there any nearby healthcare providers in the area around Edward Jones?
Yes, nearby healthcare providers include Plymouth Pediatric Associates, Pediatric Associates of Plymouth, and True North Pediatric Associates Of Plymouth for pediatric care.