Edward Jones - Financial Advisor: Russ Wert

5.0
4 reviews

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: Russ Wert
731 Harrisburg Ave, Lancaster, PA
17603, United States

Hours

Reviews

5.0
4 reviews
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  • SN
    Sandy Nauman
    Mar 8, 2021
    5.0
    Always knowledgeable and helpful
  • JA
    Jon Arkady
    Sep 15, 2016
    5.0
    Russ is a great guy with a hefty dose of common sense. He works hard for me and I appreciate his attention to detail.
  • BW
    Benjamin Wert
    Apr 13, 2015
    5.0
    An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!

Frequently Asked Questions About Edward Jones - Financial Advisor: Russ Wert

What services does Edward Jones - Financial Advisor: Russ Wert offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.

What are the business hours of Edward Jones - Financial Advisor: Russ Wert?

The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.