Edward Jones - Financial Advisor: John B Whitaker, CFP®

5.0
7 reviews

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: John B Whitaker, CFP®
2771 Rosewood Drive, Columbia, SC
29205, United States

Hours

Reviews

5.0
7 reviews
5 stars
7
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • PS
    Pete Stevens
    May 30, 2023
    5.0
    A former co-worker referred us to John and we're so glad that we chose him as our personal financial advisor. He has done an excellent job for us by providing outstanding financial advice. You could not ask for a nicer guy. Well done!
  • FM
    Faela Maney
    May 26, 2020
    5.0
    John Whitaker has been my financial advisor for years. His professionalism, communication, and wealth management skills are the best! He has played a major role in helping me to meet my retirement and many other financial goals. The office staff is wonderful as well.
  • HG
    HEATH GOODRICH
    Mar 29, 2018
    5.0
    John has been our financial advisor for over 8 years and he is a great. He is very knowledgeable about the market and has our best interest in mind. If your looking for a great advisor that can create long term wealth for you and your family then give JOHN a call.
  • BH
    Bill Hrisko
    Dec 31, 2012
    5.0
    John is one of the best financial advisors that I've ever had. John has one quality that I feel that puts him above any advisor that I've ever had and that is that he actually calls you more than once a year to check in. You can tell he cares about your well being and he wants you to succeed in your goals pertaining to investing and with life in general. I use him for both my personal retirement and for my employees. I highly recommend him.
  • RC
    Richard Cannon
    Jan 9, 2011
    5.0
    John Whitaker at Edward Jones provided me solid financial advice. He took his time and asked a lot of questions. He was not pushy. I would encourage anyone seeking financial advice to contact John Whitaker!

Frequently Asked Questions About Edward Jones - Financial Advisor: John B Whitaker, CFP®

What services does Edward Jones - Financial Advisor: John B Whitaker, CFP® offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client needs.

What are the office hours for Edward Jones - Financial Advisor: John B Whitaker?

The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.