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Edward Jones - Financial Advisor: Luke Robertson, AAMS®
Luke has been the first (and only) person I have trusted to handle my finances. He has provided sound advice from SEP IRA to an array of investment types.
I have also referred several of my clients to him and he has given personalized advice for each.
Luke has been incredibly responsive to all questions, and continues to meet the needs of my senior aged clients and how they can continue to make profits with what they have.
KH
Kimberly Holihan
Mar 25, 2022
5.0
I appreciate that Luke took the time to explain the different life insurance options that are available.
JJ
Jeremy Caleb Johnson
Dec 16, 2020
5.0
Luke is an understanding and knowledgeable advisor who's looking our for his clients' best interest.
TC
Trevor Clark
Dec 15, 2020
5.0
Luke is the definition of TRUST and customer care. His is very knowledgeable in the field, quick to listen and sound with his advise and recommendations regarding your wealth.
AB
Adam Blankenship
Dec 15, 2020
5.0
Answered my questions about retirement planning. Nice office. Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Luke Robertson, AAMS®
What services does Edward Jones - Financial Advisor: Luke Robertson, AAMS® offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the typical business hours for Edward Jones - Financial Advisor: Luke Robertson?
The office is open Monday 8:00-16:30, Tuesday 8:00-16:30, Wednesday 9:30-17:30, Thursday 7:00-21:00, Friday 8:30-16:00, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Luke Robertson at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/luke-robertson/contact/
What specialties does Luke Robertson focus on at Edward Jones?
He specializes in 401(k) plans, Roth IRA accounts, 529 College Savings Plans, and life insurance.
What languages are spoken at Edward Jones - Financial Advisor: Luke Robertson?
Services are offered in English.
Where is Edward Jones - Financial Advisor: Luke Robertson located?
They are located at 1432 N Great Neck Rd, Ste 201, Virginia Beach, VA 23454, USA.
How can customers use nearby places like Bay Tax Accounting in relation to Edward Jones?
Clients can visit Bay Tax Accounting nearby for professional accounting services which complements financial advising from Edward Jones to manage taxes effectively.
Are there nearby dining options to visit before or after meeting with Edward Jones?
Yes, Coastal Grill is a nearby seafood and American restaurant where clients can enjoy a meal before or after their financial consultation.
What wellness services are available near Edward Jones - Financial Advisor: Luke Robertson?
Great Neck Chiropractic and Bright Life Dentistry are nearby healthcare options for chiropractic care and dental services respectively.
How can nearby businesses like Starbucks be useful for Edward Jones clients?
Clients can access Starbucks nearby for coffee or internet access, making it convenient to work or relax around the Edward Jones office.