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: Jonathan Epler, CFP®
374 Wythe Creek Rd, Poquoson, VA
23662, United States
Hours
Reviews
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- LTLauren TaylorJan 29, 20205.0Jonathan was a pleasure to work with. Very knowledgeable and he was able to answer all of my questions in a timely manner. His office assistant, Debbie, was welcoming and kind. Overall, I’m very pleased with the services I’ve received through Jonathan and Edward Jones Investments.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Epler, CFP®
What are the main services offered by Edward Jones - Financial Advisor: Jonathan Epler, CFP®?
The main services include financial advising, investment management, stock & bond brokerage, and retirement planning.
Where is Edward Jones - Financial Advisor: Jonathan Epler, CFP® located?
It is located at 374 Wythe Creek Rd, Suite C, Poquoson, VA 23662, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Jonathan Epler, CFP®?
The office is open Monday and Tuesday from 8:00AM to 8:00PM, Wednesday through Friday from 8:00AM to 5:00PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I make an appointment with Jonathan Epler at Edward Jones?
You can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-epler/contact/ or by calling their main phone number at +1 757-906-7521.
Does Edward Jones - Financial Advisor: Jonathan Epler offer retirement planning tools?
Yes, they provide personalized retirement planning services and feature a retirement savings calculator on their website to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Jonathan Epler?
English is the primary language spoken at this location.
What nearby places can help me find Edward Jones easily in Poquoson?
Nearby you can find the UPS Access Point location, The Office Group Inc, and Stephens Office Supply, which can serve as landmarks to help locate Edward Jones at 374 Wythe Creek Rd, Suite C.
Are there nearby dining options for clients visiting Edward Jones - Financial Advisor: Jonathan Epler?
Yes, Plum Tree Island Grill and George's Restaurant are nearby places where clients can enjoy seafood and bar services before or after their financial consultation.
Are there any nearby health and wellness services close to Edward Jones?
Yes, there are several nearby health services including Poquoson Chiropractic Clinic, Dr. Bruce Andrew Mcewen D.C., and Hampton Roads Landscape Materials, which clients might find convenient when visiting the area.
How can I contact Edward Jones - Financial Advisor: Jonathan Epler via email or social media?
You can email Jonathan Epler at jonathan.epler@edwardjones.com or visit their Facebook page at https://www.facebook.com/108723647753680. They are also active on Twitter @EdwardJones.