Edward Jones - Financial Advisor: James Beard, CFP®|CPWA® - Evansville, Indiana
Address: 445 Cross Pointe Blvd Suite 220, Evansville, IN 47715.
Phone: 24719456.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: James Beard, CFP®|CPWA®
⏰ Open Hours of Edward Jones - Financial Advisor: James Beard, CFP®|CPWA®
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: James Beard, CFP®|CPWA®
Edward Jones is a well-established financial services firm that offers personalized investment solutions to individuals and businesses. Located at 445 Cross Pointe Blvd Suite 220, Evansville, IN 47715, the firm is conveniently situated for those seeking financial advice in the area.
The firm's key financial advisor, James Beard, is a Certified Financial Planner (CFP®) and Chartered Portfolio Manager (CPWA®), demonstrating his expertise in providing tailored investment advice. With experience in financial consulting, finance brokering, investment services, and stock brokerage, James Beard is well-equipped to address a wide range of financial needs.
Edward Jones' location offers wheelchair accessible entrance and parking, ensuring that individuals with disabilities can easily access the firm's services. Restrooms are also available on-site, and appointments are recommended for a more personalized experience.
The firm has received positive reviews, with clients praising the exceptional service and knowledgeable staff. Clients appreciate the firm's commitment to understanding their unique financial situations and providing tailored solutions.
In terms of accessibility, the firm's website (edwardjones.com) provides easy access to information about their services and allows potential clients to schedule appointments online.
In conclusion, Edward Jones - Financial Advisor: James Beard, CFP®|CPWA® is a reputable firm that offers personalized investment solutions to individuals and businesses. With a commitment to exceptional service and a team of knowledgeable financial advisors, Edward Jones is an excellent choice for those seeking professional financial guidance.
Key Features
- Personalized investment solutions
- Expertise in financial consulting, finance brokering, investment services, and stock brokerage
- Wheelchair accessible entrance and parking
- Restrooms available on-site
- Appointments recommended
👍 Reviews of Edward Jones - Financial Advisor: James Beard, CFP®|CPWA®
