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
Frequently Asked Questions About Edward Jones - Financial Advisor: Jacob S Dunn
What services does Edward Jones - Financial Advisor: Jacob S Dunn offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising tailored to client goals.
How can I schedule an appointment with Jacob S Dunn?
You can schedule an appointment via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jacob-dunn/contact/ or by calling +1 864-990-5190.
What are the business hours for Edward Jones - Financial Advisor: Jacob S Dunn?
The office is open during regular business hours, with Saturday appointments available by appointment only.
Where is Edward Jones - Financial Advisor: Jacob S Dunn located?
The office is located at 880 S Pleasantburg Dr, Suite 1A, Greenville, SC 29607, USA.
How can I contact Jacob S Dunn via email?
You can reach Jacob S Dunn by email at jacob.dunn@edwardjones.com.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones provides mobile apps for both iOS and Android to help you manage your investments conveniently.
What languages are supported by Edward Jones - Financial Advisor: Jacob S Dunn?
The financial advisor communicates in English.
What nearby financial services or advisors are close to Edward Jones - Financial Advisor: Jacob S Dunn?
Nearby financial services include another Edward Jones office, Gerald Ray Johnson CMFC CRPC, Head Financial (insurance agency), and Palmetto Insurance, which may offer complementary services to clients in the area.
Are there any healthcare-related services near Edward Jones - Financial Advisor: Jacob S Dunn that clients might find useful?
Yes, nearby healthcare services include Regency SouthernCare (Greenville), Covenant Counseling, Modern Chiropractic, and Prisma Health Pediatrics–Pleasantburg, providing health and wellness support around the area.
What recreational or wellness facilities are near Edward Jones - Financial Advisor: Jacob S Dunn?
Becky Miller Yoga Therapy, a yoga studio and gym, is nearby and could be a great option for clients looking to relax and maintain wellness before or after financial consultations.