Edward Jones - Financial Advisor: Zulma Petty, CFP®|CEPA®|AAMS®|CRPC™|CRPS™
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: Zulma Petty, CFP®|CEPA®|AAMS®|CRPC™|CRPS™
2509B Stone Station Rd, Roebuck, SC
29376, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Zulma Petty, CFP®|CEPA®|AAMS®|CRPC™|CRPS™
What types of financial services does Edward Jones - Financial Advisor: Zulma Petty offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Zulma Petty located?
The office is located at 2509B Stone Station Rd, Roebuck, SC 29376, USA.
What are the opening hours of Edward Jones - Financial Advisor: Zulma Petty?
Open Monday, Tuesday, Thursday, and Friday from 9:00 AM to 5:00 PM. Closed on Wednesdays, Saturdays, and Sundays. Appointments are available on Wednesdays and Saturdays by request.
How can I contact Edward Jones - Financial Advisor: Zulma Petty?
You can call the main phone at +1 864-351-3995 or the alternate phone at +1 864-308-8186, or email zulma.petty@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Zulma Petty?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/zulma-petty/contact/
What languages are spoken at the Edward Jones office led by Zulma Petty?
The services are offered in English.
Is there a mobile app to access Edward Jones services?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help manage your investments easily.
Are there any nearby restaurants I can visit before or after my meeting at Edward Jones?
Yes, nearby restaurants include Uncle Berto's Burritos (Tex-Mex), Marco's Pizza (Italian), Mandarin House (Chinese), Grille 221 (American burgers), Hardee's (fast food), and Pelican's Snoballs (ice cream shop).
What nearby financial services could complement the offerings at Edward Jones?
Nearby options include Davis Griffin - State Farm Insurance Agent, Barton Mitchell: Allstate Insurance, and Coinme currency exchange services.
Are there fitness or recreational places near Edward Jones - Financial Advisor: Zulma Petty?
Yes, nearby fitness options include F45 Training Roebuck and G2 Health & Fitness gyms where clients could exercise before or after appointments.