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: Serina Shi
630 Freedom Business Center Dr, King Of Prussia, PA
19406, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Serina Shi
What services does Edward Jones - Financial Advisor: Serina Shi offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Serina Shi located?
It is located at 142 Wallace Ave, Ste 106, Downingtown, PA 19335, USA.
How can I schedule an appointment with Serina Shi?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/serina-shi/contact/.
What specialties does Serina Shi focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What language is spoken at Edward Jones - Financial Advisor: Serina Shi?
English is the primary language spoken.
How can I contact Serina Shi by email or phone?
You can email at serina.shi@edwardjones.com or call +1 484-364-3575.
Does Edward Jones offer a mobile app?
Yes, they offer an Android app available on Google Play and an iOS app available on the Apple App Store.
Are there any nearby places of interest to visit before or after your appointment?
Nearby places include The Sky’s The Limit Playground, ideal for families; Downingtown Library for quiet reading; and Dublin Brewing Company if you want to relax with a drink after your visit.
Is there any healthcare service near Edward Jones - Financial Advisor: Serina Shi?
Yes, nearby are Cardiology Consultants of Philadelphia and Dr. Monica L. Norris offering medical services, as well as Downingtown Pharmacy for prescriptions.
What local amenities can assist customers visiting Edward Jones?
Customers can access services such as Shi Nail & Spa for beauty treatments, Anthony’s Pizza And Grill for dining, and Glenn's Garage Door Repair for any sudden car issues nearby.