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
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam Lory, CFP®
What services does Edward Jones - Financial Advisor: Adam Lory, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Adam Lory, CFP® located?
The office is located at 645 S Main St, Suite 6, Stowe, VT 05672, USA.
What are the operating hours of Edward Jones - Financial Advisor: Adam Lory, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, it operates by appointment only.
How can I contact Edward Jones - Financial Advisor: Adam Lory, CFP®?
You can contact them by phone at +1 802-659-2813 or +1 802-798-8071, or via email at adam.lory@edwardjones.com.
Is it possible to schedule an appointment online with Adam Lory, CFP®?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/adam-lory/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Adam Lory, CFP®?
The primary language spoken at the office is English.
Are there any wellness or healthcare services near Edward Jones's office?
Yes, nearby you can find Stowe Natural Family Wellness offering naturopathic care and acupuncture, and Josh Corn, ND, MS, a naturopathic doctor.
Where can I relax or get a massage near Edward Jones - Financial Advisor: Adam Lory, CFP®?
You can visit Sage Therapeutic Massage or Asian Spa Vermont nearby, both offering massage and spa services.
Are there dining options near Edward Jones in Stowe?
Yes, Green Goddess Cafe and Pizza Joint are close by, ideal for grabbing a coffee, sandwich, or pizza before or after your meeting.
What other professional services are nearby Edward Jones - Financial Advisor: Adam Lory, CFP®?
Nearby professional services include Lajoie Goldfine LLC for legal services, QuickStart for accounting and IT services, and VT Web Marketing for advertising and web design.