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.
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Edward Jones - Financial Advisor: Zach Wimmer, CFP®|AAMS®
Zach came HIGHLY RECOMMENED.( MY LIFELONG FRIEND) AN HAS EXCEEDED ALL MY EXPECTATIONS...HIS INDIVIDUAL ATTENTION TO MY CONCERNS HAS BEEN ADDRESSED EACH TIME WE SPEAK...I CAN ENDORSE ZACH AN HIS ABILITY ALONG WITH HIS PERSONAL attention to details...along with excellent Sr branch manager Patti slaughter...her interaction on phone an in person is very professional an EXTREMLY PLEASANT AN HELPFUL
KH
kendall hall
Jan 19, 2022
5.0
Zach is a great person to work with,will help you all you can
Frequently Asked Questions About Edward Jones - Financial Advisor: Zach Wimmer, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Zach Wimmer offer?
Edward Jones, led by Zach Wimmer, provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Zach Wimmer located?
The office is located at 1035 Franklin St, Suite 204, Rocky Mount, VA 24151, USA.
What are the business hours for Edward Jones - Financial Advisor: Zach Wimmer?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays, but available by appointment on weekends.
How can I schedule an appointment with Zach Wimmer at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/zach-wimmer/contact/ or by calling +1 540-484-0203.
What languages are supported by Edward Jones - Financial Advisor: Zach Wimmer?
Services are provided in English.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS. The Android app can be downloaded from the Google Play Store and the iOS app from the Apple App Store.
What other financial advisory firms are competitors to Edward Jones in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Which nearby locations can I visit that complement my visit to Edward Jones?
Nearby you can find the Franklin County Perinatal Education Center and Community Partnership of Rocky Mount, which are community service organizations. These institutions provide resources that might be useful if you are planning for family financial goals or community support.
Are there convenient spots nearby for food or refreshment when visiting Edward Jones?
Yes, Dairy Queen is close by offering quick fast food and ice cream options. You can enjoy a treat before or after your appointment.
What amenities near Edward Jones might help facilitate deliveries or shipments?
There are nearby UPS Access Point locations for courier and delivery services, allowing easy shipment and package pickup in the area.