Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS™ - Beavercreek, Ohio
Address: 1430 Oak Ct Suite 113, Beavercreek, OH 45430.
Phone: 9379566280.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS™
⏰ Open Hours of Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS™
- Monday: Closed
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Tim Schmale, CFP®|AAMS™
Edward Jones is a well-established financial services firm that offers a range of investment and financial planning solutions to clients. The company is led by their esteemed financial advisor, Tim Schmale, who holds prestigious qualifications like Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™).
Located at 1430 Oak Ct Suite 113, Beavercreek, OH 45430, Edward Jones is easily accessible and offers a comfortable environment for clients to discuss their financial needs. The office is equipped with wheelchair accessible entrance, parking lot, and restroom, ensuring that clients with disabilities can also receive the expert advice they need.
To contact Edward Jones, you can reach out via phone at 9379566280 or visit their website: edwardjones.com. It is recommended to make an appointment prior to visiting the office, as this allows for a more personalized experience.
Specializing in areas such as financial consulting, finance brokering, investment services, and stock brokerage, Tim Schmale and his team work closely with clients to develop tailored strategies that align with their goals and preferences. With a strong focus on personalized attention and long-term relationships, Edward Jones aims to provide comprehensive financial solutions for individuals and families.
So far, Edward Jones has garnered one review on Google My Business, receiving an impressive average rating of 5/5 stars. This positive feedback highlights the company's commitment to delivering exceptional service and expertise to its clients.
Key Features and Services:
- Financial consultant: Tim Schmale offers personalized financial planning and advice tailored to each client's unique situation.
- Finance broker: The team helps clients navigate various financial products and services to find the best options for their needs.
- Investment service: Edward Jones provides a wide range of investment options and strategies to help clients grow and protect their wealth.
- Stock broker: They assist clients in making informed decisions regarding stock investments and market trends.
Additional Information:
- Wheelchair accessible entrance: The office is designed to accommodate clients with mobility concerns.
- Wheelchair accessible parking lot: Ample parking spaces are available for clients with disabilities.
- Wheelchair accessible restroom: The restroom is equipped to cater to clients with mobility challenges.
- Appointment required: It is recommended to schedule an appointment before visiting the office.
- Appointments recommended: Scheduling an appointment allows for a more personalized and focused consultation.