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.
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As an out of town client, I was not sure what to expect at this location. My needs were handled very professionally & quickly with the utmost courtesy. Many Thanks to Donna and her team.
Frequently Asked Questions About Edward Jones - Financial Advisor: Donna O Mathias
What investment services does Edward Jones - Financial Advisor: Donna O Mathias provide?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Donna O Mathias?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I schedule a consultation with Donna O Mathias?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/donna-mathias/contact/.
Where is Edward Jones - Financial Advisor: Donna O Mathias located?
The office is located at 620 Long Point Rd, Unit B, Mt Pleasant, SC 29464, USA.
What languages are spoken at the Edward Jones office of Donna O Mathias?
English is the primary language spoken at this office.
How can I contact Edward Jones - Financial Advisor: Donna O Mathias by phone or email?
You can call them at +1 843-216-9753 or email donna.mathias@edwardjones.com.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Donna O Mathias?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Sean D Melton and Donna Mathias.
What nearby stores and services can I visit before or after my appointment at Edward Jones?
You can visit nearby places like Harris Teeter grocery store/pharmacy, O'Neill Spirits Belle Hall liquor store, and Long Point Pharmacy for convenient shopping and services.
Are there dining options near Edward Jones - Financial Advisor: Donna O Mathias?
Yes, dining options nearby include ZENSHI Handcrafted Sushi, Moe's Southwest Grill - Belle Hall, and Verde salad bar and vegetarian restaurant.
What fitness or wellness facilities are located near Edward Jones - Financial Advisor: Donna O Mathias?
Nearby wellness facilities include Skip Sully gym, PWR Fitness gym, The Joint Chiropractic, and Apex Physical Therapy.