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: Marc Gwinn, CFP®
453 Stone Cutters Way, Montpelier, VT
05602, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Marc Gwinn, CFP®
What types of personalized investment services does Edward Jones - Financial Advisor: Marc Gwinn, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Marc Gwinn, CFP® located?
It is located at 453 Stone Cutters Way, Ste 1, Montpelier, VT 05602, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Marc Gwinn, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturday and Sunday. Fridays operate by appointment only.
How can I schedule an appointment with Marc Gwinn at Edward Jones?
Appointments can be scheduled by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/marc-gwinn/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Marc Gwinn, CFP®?
Services are provided in English.
What are some nearby financial services to Edward Jones - Financial Advisor: Marc Gwinn, CFP®?
Nearby financial services include Edward Jones - Financial Advisor: Matt A Calhoun, AAMS® and Jas H Powers CPA.
Are there any convenient food spots near Edward Jones - Financial Advisor: Marc Gwinn, CFP®?
Yes, nearby places to eat include Woodbelly Pizza and Dunkin'. These are great for grabbing a meal or coffee before or after your appointment.
Where can I find wellness or spa services near Edward Jones in Montpelier?
You can visit Central Vermont Chiropractic, Capitol Spa, or Posh Salon & Spa for chiropractic, spa, and beauty treatments nearby.
How can I contact Edward Jones - Financial Advisor: Marc Gwinn, CFP® by phone or email?
You can call them locally at +1 864-282-2549 or their main phone line at +1 802-223-2005. Email inquiries can be sent to marc.gwinn@edwardjones.com.
Does Edward Jones - Financial Advisor: Marc Gwinn, CFP® have online apps available?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help clients manage their investments conveniently.