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: Bob Wheatley, AAMS®
121 A North Main Street, Bridgewater, VA
22812, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Bob Wheatley, AAMS®
What services does Edward Jones - Financial Advisor: Bob Wheatley, AAMS® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the typical business hours for Edward Jones - Financial Advisor: Bob Wheatley?
They are open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:30 PM, and closed on Saturdays and Sundays, although Saturday appointments are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Bob Wheatley by phone or email?
You can call them at +1 540-828-0756 or email bob.wheatley@edwardjones.com.
Where is Edward Jones - Financial Advisor: Bob Wheatley located?
Their office is located at 121 A North Main Street, Bridgewater, VA 22812, USA.
How can I book an appointment with Bob Wheatley at Edward Jones?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/bob-wheatley/contact/.
Are there any online apps available for Edward Jones clients to manage their accounts?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for account management.
What nearby financial institutions are close to Edward Jones - Financial Advisor: Bob Wheatley?
Nearby financial institutions include Truist bank with ATMs and BB&T ATM, which can be convenient for cash withdrawals or banking needs before or after your meeting.
What local amenities are available near Edward Jones - Financial Advisor: Bob Wheatley for clients?
Clients can access services like Bridgewater Massage & Wellness for relaxation, UPS Authorized Shipping Provider for shipping needs, and multiple dining options like Francesco's Italian Restaurant nearby.
Are there convenient places to park or fuel vehicles near Edward Jones in Bridgewater?
Yes, several nearby places include Exxon & Mobil Stations and Mobil for fueling, as well as hardware stores like Do It Best for any automotive or home needs.
What online resources does Edward Jones offer to help with retirement planning?
They feature a Retirement Savings Calculator to help clients prepare for their financial future, accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.