Edward Jones - Financial Advisor: Megan N Sheffield, CFP®|AAMS®
5.03 reviews
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: Megan N Sheffield, CFP®|AAMS®
9123 Dickey Drive, Mechanicsville, VA
23116, United States
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- IJinfo JTHCAug 1, 20235.0Megan has a heart for service that will leave you feeling more like family than a client. As a community partner, client, and fellow Hanoverian I am fortunate to serve the residents of Hanover County alongside Megan. She is professional, kind, compassionate, knowledgeable and trustworthy. I highly recommend reaching out to her if you have any long term planning needs. Katie Davis Co-Owner Journey Together Home Care located in Mechanicsville, VA
Frequently Asked Questions About Edward Jones - Financial Advisor: Megan N Sheffield, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Megan N Sheffield offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, investment management, stocks & bonds brokerage, and financial advising.
How can I contact Edward Jones - Financial Advisor: Megan N Sheffield?
You can reach them by phone at +1 804-559-8902 or via email at megan.sheffield@edwardjones.com.
Where is Edward Jones - Financial Advisor: Megan N Sheffield located?
Their office is located at 9123 Dickey Drive, Mechanicsville, VA 23116, USA.
Is there a way to book an appointment online with Edward Jones - Financial Advisor: Megan N Sheffield?
Yes, you can schedule a consultation through their website at https://www.edwardjones.com/us-en/financial-advisor/megan-sheffield/contact/.
What languages does the Edward Jones office in Mechanicsville support?
They offer services in English.
Does Edward Jones provide any online tools for planning retirement?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
Are there any mortgage brokers near Edward Jones in Mechanicsville?
Yes, nearby mortgage brokers include William Hendricks NMLS #299751 and Integrity Home Mortgage Corporation, both offering financial and mortgage services.
What insurance agencies are located near Edward Jones in Mechanicsville?
Nearby insurance agencies include Don Long and The Yorke Agency Inc., providing insurance services that may complement your financial planning needs.
Are there convenient places such as gas stations or banks close to Edward Jones?
Yes, nearby amenities include BP gas stations, Wawa convenience stores, and a Chase Bank, which can be useful before or after visiting Edward Jones.
What distinguishes Edward Jones - Financial Advisor: Megan N Sheffield from competitors?
Edward Jones offers personalized face-to-face consultation tailored to your individual goals, with a long-established history since 1922. Competitors include Merrill Lynch, Wells Fargo Advisors, and Schwab.