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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Edward Jones - Financial Advisor: Sarah M Banks, WMCP®
Sarah and her staff have been amazing. They steered us through some pretty volatile financial times and minimized our risk while growing our investment. She assesses your goals and risk tolerance and keeps your investments on course for growth. She has always responded to questions and communicated and changes you should consider.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sarah M Banks, WMCP®
What services does Edward Jones - Financial Advisor: Sarah M Banks offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor: Sarah M Banks?
The office is open Monday to Friday from 8:00 AM to 4:00 PM, and operates by appointment only on Thursdays.
Where is Edward Jones - Financial Advisor: Sarah M Banks located?
Their office is located at 106 Gosling Way, Ste F, Summerville, SC 29486, USA.
How can I contact Edward Jones - Financial Advisor: Sarah M Banks?
You can contact them by phone at +1 843-797-1905 or email sarah.banks@edwardjones.com.
Can I book an appointment online with Sarah M Banks at Edward Jones?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/sarah-banks/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Sarah M Banks?
Services are offered in English.
Are there places to eat near Edward Jones - Financial Advisor: Sarah M Banks?
Yes, nearby dining options include Playa Bowls, Mr Pan Ramen House, Neighborhood Tap House Carnes Crossing, and Mai Poke - Carnes Crossroads.
Where can I get a coffee near Edward Jones - Financial Advisor: Sarah M Banks?
You can visit Starbucks nearby for coffee or smoothies.
Are there any health and medical facilities near Edward Jones in Summerville?
Yes, there are several nearby medical providers including MUSC Health Atlantic Cardiovascular Associates, MUSC Health Primary Care - Carnes Crossroads, and multiple doctors and dentists in the area.
Can I visit a nail salon or spa near Edward Jones - Financial Advisor: Sarah M Banks?
Yes, Uptown Nails and Spa is located nearby for beauty and spa services.