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: Pat O'Brien, CFP®
3301 Salterbeck St, Mount Pleasant, SC
29466, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Pat O'Brien, CFP®
What services does Edward Jones - Financial Advisor Pat O'Brien offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor Pat O'Brien located?
The office is at 3301 Salterbeck St, Suite 200, Mount Pleasant, SC 29466, USA.
What are the business hours for Edward Jones - Financial Advisor Pat O'Brien?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Pat O'Brien?
You can reach them by phone at +1 854-201-1497 or email at pat.obrien@edwardjones.com.
Does Edward Jones - Financial Advisor Pat O'Brien offer online appointment scheduling?
Yes, appointments can be booked through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/pat-obrien/contact/.
Which languages are supported at Edward Jones - Financial Advisor Pat O'Brien?
They provide services in English.
Is there a mobile app available for Edward Jones clients?
Yes, they offer mobile apps on both Android and iOS platforms for easy access to investment services.
What real estate businesses are located near Edward Jones - Financial Advisor Pat O'Brien?
Nearby real estate businesses include Ryan Snyder Real Estate, Tony Doar, Park West Real Estate, and Kimberly Lease Realtor, which could be helpful if you're looking to coordinate financial and property investments.
What other financial services are available near Edward Jones - Financial Advisor Pat O'Brien?
Nearby financial service providers include Edward Jones - Financial Advisor Brett E McClain, AAMS®, and Convergent Financial Group, offering additional options for financial advice and investment management.
Are there healthcare services near Edward Jones - Financial Advisor Pat O'Brien for a comprehensive visit to the area?
Yes, nearby healthcare options include Christine Reece Counseling, Kelley & Gardner Orthodontics, and East Cooper OB/GYN, providing opportunities for combining financial consultations with health appointments.