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: Amy E Wolf, CFP®
Amy’s thoughtfulness, attentiveness, and care is unparalleled. She individualizes care and planning to your needs, made me feel listened to, and as involved (or for me, not so involved!) as you desire. Amanda, front desk support, is a gem. Inclusive space, honors your identities, and works with you, for you. Could not recommend Amy enough.
CS
Christine Badalamenti Smith
Dec 18, 2023
5.0
Amy is incredible to work with. She's generous with her time and generous of spirit. She makes sure you understand everything before you make any decisions and she'll guide you toward what's in your personal best interest. She's gentle and compassionate when delivering information that might otherwise be hard to take. If you're looking for a supportive, professional, honest human, I highly recommend Amy.
Frequently Asked Questions About Edward Jones - Financial Advisor: Amy E Wolf, CFP®
What services does Edward Jones - Financial Advisor: Amy E Wolf, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Amy E Wolf, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends. On Fridays, visits are by appointment only.
How can I schedule an appointment with Amy E Wolf?
Appointments can be made using the online reservation system available at https://www.edwardjones.com/us-en/financial-advisor/amy-wolf/contact/
Where is Edward Jones - Financial Advisor: Amy E Wolf located?
The office is located at 52 Sunderland Way, Suite 3, Essex Junction, VT 05452, United States.
What languages are spoken at Edward Jones - Financial Advisor: Amy E Wolf?
Services are provided in English.
What are the main phone numbers to contact Edward Jones - Financial Advisor: Amy E Wolf?
You can reach the office at +1 802-764-5881 or the alternate phone at +1 802-659-3398.
Are there any banks near Edward Jones - Financial Advisor: Amy E Wolf?
Yes, M&T Bank and People's United Bank are nearby. Customers can conveniently handle banking needs before or after financial consultations.
What nearby places can I visit for a coffee near Edward Jones - Financial Advisor: Amy E Wolf?
There are two Starbucks locations close by where you can enjoy a coffee or light refreshments before or after your appointment.
Where can I find a pharmacy near Edward Jones - Financial Advisor: Amy E Wolf?
Both Walgreens and Rite Aid pharmacies are nearby, providing convenient options for filling prescriptions or purchasing health products.
Are there any other financial advisors near Edward Jones - Financial Advisor: Amy E Wolf?
Yes, there is another Edward Jones financial advisor, Chris Cichoski, located nearby for additional financial advising options.