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: Jack D Lonergan, CFP®|CRPS™
5396 Twin Hickory Rd, Glen Allen, VA
23059, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- JMJon MillsMay 9, 20255.0I've been a customer of Edward Jones for over 20 years, and my experience has been consistently excellent. A few years ago, I started working with Jack as my financial advisor, and I couldn’t be happier. He’s knowledgeable, patient, and always takes the time to explain options clearly. I feel confident in the guidance I receive and appreciate the personalized approach. Highly recommend Edward Jones—and especially Jack—for anyone looking for a trusted partner in their financial journey.
- SWSarah WachterJul 11, 20221.0Made a phone appointment with this office, waited all day on the day of the appointment and never got a call or email. Tried to call the office to see what happened and left a voicemail, still no response over a week later. Already moved my money elsewhere because of this.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jack D Lonergan, CFP®|CRPS™
What services does Edward Jones - Financial Advisor: Jack D Lonergan provide?
They offer 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: Jack D Lonergan?
The office is open Monday through Friday from 9:00 AM to 5:00 PM, and is closed on Saturdays and Sundays, but available by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Jack D Lonergan located?
The office is located at 5396 Twin Hickory Rd, Glen Allen, VA 23059, United States.
How can I contact Jack D Lonergan at Edward Jones?
You can contact Jack D Lonergan by phone at +1 703-753-2945 or via email at jack.lonergan@edwardjones.com.
Can I schedule an appointment with Jack D Lonergan online?
Yes, appointments can be scheduled through their online reservation page: https://www.edwardjones.com/us-en/financial-advisor/jack-lonergan/contact/
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a retirement savings calculator available online to help you prepare for your future retirement needs.
What languages are supported by Edward Jones - Financial Advisor: Jack D Lonergan?
Services are provided primarily in English.
Are there any nearby financial service providers around Edward Jones - Financial Advisor: Jack D Lonergan's location?
Yes, nearby financial services include Reggie Dickerson - State Farm Insurance Agent and Anliker Financial Management, which may complement your financial planning needs.
What nearby places can help me with real estate needs near Edward Jones - Financial Advisor: Jack D Lonergan?
Nearby real estate agents like Alvin Jackson Real Estate, Elite Real Estate, Chris Wheless - Realtor, and The Collaborative can assist with property management and real estate services.
Are there healthcare services close to Edward Jones - Financial Advisor: Jack D Lonergan's office?
Yes, nearby healthcare facilities include Rva Physical Therapy And Sports Reh, Vibrant Health - Richmond, and Apex MD for various health and medical services.