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: Kevin M Willmot, CFP®|CEPA®
55 Beattie Place, Greenville, SC
29601, United States
Hours
Reviews
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- CKCatie KOct 1, 20255.0Kevin has been very helpful to me with saving for my children’s education and my career changes.
- DHDavid HouzeOct 17, 20245.0We have been with Kevin for a little over 2 years. During this time he has been very professional and friendly. He has help your retirement IRA funds to grow.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin M Willmot, CFP®|CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Kevin M Willmot, CFP®|CEPA® in Greenville, SC?
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.
Can I schedule an appointment on Saturdays at Edward Jones - Financial Advisor: Kevin M Willmot?
Yes, appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Kevin M Willmot located?
The office is located at 55 Beattie Place, Suite 1020, Greenville, SC 29601, USA.
What financial services does Edward Jones - Financial Advisor: Kevin M Willmot offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
How can I contact Edward Jones - Financial Advisor: Kevin M Willmot?
You can contact them by phone at +1 864-963-9828 or email at kevin.willmot@edwardjones.com.
Is there a way to book a consultation online with Kevin Willmot's Edward Jones office?
Yes, you can make an appointment through their reservation website: https://www.edwardjones.com/us-en/financial-advisor/kevin-willmot/contact/
Are there financial or legal services near Edward Jones office that I can visit for complementary support?
Yes, nearby financial and legal services include Nationwide Mutual Insurance Company, Atkins Law Firm, Newrez LLC (mortgage lender), Gallivan White & Boyd, P.A., and Dority & Manning law offices, among others.
What nearby places can I visit for business networking or social events near Edward Jones - Financial Advisor?
Close to the Edward Jones office, you can visit the Commerce Club for arts and entertainment, and the City Club of Greenville for social service and event planning opportunities.
Are there dining options near the Edward Jones office where I can have breakfast or brunch?
Yes, JACs American Restaurant, which offers breakfast and brunch, is located near the Edward Jones office.
What online resources are available to help me with retirement planning from Edward Jones?
Edward Jones offers an online Retirement Savings Calculator to help you prepare for your future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html