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: John B Whitaker, CFP®
2771 Rosewood Drive, Columbia, SC
29205, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- PSPete StevensMay 30, 20235.0A 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!
- FMFaela ManeyMay 26, 20205.0John 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.
- BHBill HriskoDec 31, 20125.0John 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.
- SPStephen ParrishNov 19, 20125.0John is a super nice guy but more importantly is honest and very knowledgeable about investing. My wife and I are newly weds and John helped us create a plan for down the road. I highly recommend setting an appointment to meet with him. You will not regret it.
- RCRichard CannonJan 9, 20115.0John 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.
How can I contact John B Whitaker at Edward Jones?
You can reach John B Whitaker via phone at +1 803-695-8493 or email at john.whitaker@edwardjones.com.
Where is Edward Jones - Financial Advisor: John B Whitaker located?
The office is located at 2771 Rosewood Drive, Columbia, SC 29205, USA.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator to help clients prepare for their future. It is accessible via their website.
What languages are supported at Edward Jones - Financial Advisor: John B Whitaker?
Services are offered in English.
Are there other financial advisors near Edward Jones - Financial Advisor: John B Whitaker?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Patrick Blewett and AmeriCash Loans, which also offers financial services and mortgage brokerage.
What nearby places can I visit for food or coffee before or after visiting Edward Jones?
Nearby options include Sour & Salt Bakery, Philly Pretzel Factory - Columbia, Utopia Grill, ZENSHI Handcrafted Sushi, and Starbucks for coffee and light meals.
Are there any nearby health or wellness services close to Edward Jones on Rosewood Drive?
Yes, you can visit Chic Nail Lounge, Season Nails & Spa, Great Clips hair salon, Alloy Personal Training Rosewood gym, and Dental Care of Rosewood dentist nearby.
What should I know about parking or accessing Edward Jones if I plan to visit?
Edward Jones is located in the Rosewood area of Columbia near the Rosewood Market and Deli as well as Publix Super Market at Rosewood Shopping Center, which may offer parking options and convenient access.