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: Gary Potter
4809 Dashiell Pl, Woodbridge, VA
22192, United States
Hours
Reviews
3.5
2 reviews
5 stars
1
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3 stars0
2 stars
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1 star0
- CMCharles MillsApr 1, 20215.0My wife and I Have known Gary for years and he has always provided exceptional advice and service. He stays on top of market conditions and has made us very happy in our portfolio results.
- CCCindyJan 16, 20192.0Not sure what’s wrong with Edward Jones. They have a lot of turnover in advisors but we have hung in there over a decade and just let our money ride. We didn’t need attention. We made annual visits as a courtesy but Gary Potter acted like it was our first meeting every time and treated us like elementary students. The last time he asked us to come into the office to review our account we said we were fine..no need. Next thing we knew he dropped us and moved our account to “corporate”. I would search other companies before investing with them.
Frequently Asked Questions About Edward Jones - Financial Advisor: Gary Potter
What services does Edward Jones - Financial Advisor: Gary Potter offer?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.
Where is Edward Jones - Financial Advisor: Gary Potter located?
It is located at 4809 Dashiell Pl, Woodbridge, VA 22192, USA.
What are the business hours for Edward Jones - Financial Advisor: Gary Potter?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Gary Potter?
You can contact them by phone at +1 703-878-1370 or via email at gary.potter@edwardjones.com.
Does Edward Jones - Financial Advisor: Gary Potter have an online presence or app?
Yes, they have a LinkedIn profile and available mobile apps on both Android and iOS platforms for convenient access.
How can I schedule a consultation with Gary Potter?
You can request an appointment through their online reservation contact page at their Edward Jones website.
What kind of investment products are offered?
They offer services related to stocks and bonds, investment management, and financial advisory.
What are some nearby places customers can visit around Edward Jones in Woodbridge?
Nearby places include Blessings Beauty Salon, Platinum Plus Homes (assisted living facility), and Gary Potter - Edward Jones office itself, providing options for beauty services and senior living near your financial advisor.
Are there other financial or insurance services near Edward Jones - Financial Advisor: Gary Potter?
Yes, nearby financial-related services include Prince Boateng Insurance Agency, MRSTax Services, Brandon E. Wince Insurance Agency Inc, and Visionary Lending mortgage broker, offering a variety of financial solutions close by.
What other health and wellness services are available near Edward Jones - Financial Advisor: Gary Potter?
Nearby health and wellness options include Kline Chiropractic & Wellness, McCleary Psychological Services, Therapy Helps LLC, and RegenHealth Stem Cell and Wellness Center, useful for addressing physical and mental wellbeing in the area.