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.
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Edward Jones - Financial Advisor: Shaun Basalik, AAMS®
Shaun is first and foremost a great person very easy to talk to and makes you feel comfortable. Shaun is a very knowledgeable and trustworthy financial advisor. I have total faith in his ability and judgement to advise me on my course to reach my financial goals. His Office Administrator Joni is also a top notch person and very knowledgeable, helpful and easy to talk to.Together they make a terrific team and would highly recommend their services!
PC
Phyllis Clever
May 15, 2022
5.0
Shaun was very informative and very pleasant to work with
Frequently Asked Questions About Edward Jones - Financial Advisor: Shaun Basalik, AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Shaun Basalik?
They provide financial advisory services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds investments, and personalized advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Shaun Basalik?
The office is open Monday and Tuesday from 8:00 AM to 7:00 PM; Wednesday and Thursday from 8:00 AM to 4:30 PM; Friday from 8:00 AM to 4:00 PM; closed on Saturdays and Sundays. Additional appointments are available by appointment on weekdays.
Where is Edward Jones - Financial Advisor: Shaun Basalik located?
The office is located at 145 E Baltimore Street, Ste 1-A, Greencastle, PA, 17225, United States.
How can I contact Edward Jones - Financial Advisor: Shaun Basalik?
You can contact them by phone at +1 717-597-4395 or by email at shaun.basalik@edwardjones.com.
Is it possible to book an appointment online with Shaun Basalik?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/shaun-basalik/contact/.
Does Edward Jones offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby transportation options are available to reach Edward Jones - Financial Advisor: Shaun Basalik?
D and S Taxi and Transport serves the area, providing convenient taxi and transportation services for visitors to reach the office easily.
Are there any nearby places to relax or grab a meal before or after meeting at Edward Jones?
Yes, nearby options include Cafe Del Sol, Pure & Simple Cafe which offers gluten-free choices, Gem's Ale House & Woodfired Kitchen, B-Sides Pints and Pies, and B Street 104 Restaurant & Pub for various dining experiences.
Can I visit local attractions near Edward Jones during my visit?
Certainly! The Greencastle Historic District is nearby, offering historical sites and museums to explore after your appointment.
Are there other financial or insurance services near Edward Jones?
Yes, nearby financial services include Mercado Ted (insurance agency), Bell Insurance, Inc., Steven Smeltz (insurance agency), and HomePromise Corporation (mortgage lender).