Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: 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.