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: Caren M Merson, CRPC™
394 Mountain Rd Box, Stowe, VT
05672, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Caren M Merson, CRPC™
What financial services does Edward Jones - Financial Advisor: Caren M Merson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Caren M Merson located?
The office is located at 394 Mountain Rd Box, #3, Baggy Knees Shopping Center, Stowe, VT 05672, USA.
What are the business hours for Edward Jones - Financial Advisor: Caren M Merson?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:30 PM. It is closed on Saturdays and Sundays.
How can I contact Caren M Merson, the financial advisor at Edward Jones?
You can contact her by phone at +1 802-253-2662 or by email at caren.merson@edwardjones.com.
Does Edward Jones offer online resources or apps for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage investments and access financial information.
Can I schedule a consultation with Caren M Merson online?
Yes, you can schedule a consultation by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/caren-merson/contact/.
What should I expect during a face-to-face consultation with Caren M Merson?
You will receive tailored financial advice designed to fit your individual goals and needs, with help navigating retirement planning, investments, and tax strategies.
What nearby coffee shops can I visit before or after my appointment?
Nearby coffee shops include Woodland Baking and Coffee and The Bagel, both great spots to relax or grab a coffee in Stowe.
Are there any recreational or fitness centers near Edward Jones that clients might enjoy?
Yes, the Kula Center for Yoga and Meditation is nearby offering yoga classes, a good option to visit for wellness before or after your appointment.
What dining options are available near the Edward Jones office?
Nearby dining includes Rimrock's Mountain Tavern, Rimrocks Tavern, Sanfo Restaurant (Chinese cuisine), The Skinny Pancake, and Skinny Pancake Stowe, offering a variety of American and international food choices.