Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS® - Rockledge, Florida
Address: 1970 Rockledge Blvd, Rockledge, FL 32955, United States.
Phone: 3216366882.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Toilet, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS®
⏰ Open Hours of Edward Jones - Financial Advisor: Gregory M Phelps, CFP®|CPWA®|CEPA®|AAMS®
- Monday: 8:30 am–4:30 pm
- Tuesday: 8:30 am–4:30 pm
- Wednesday: 8:30 am–4:30 pm
- Thursday: 8:30 am–4:30 pm
- Friday: 8:30 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Gregory M Phelps, CFP
As a trusted financial advisor, Gregory M Phelps, CFP, helps individuals and families achieve their long-term financial goals through a range of services.
Contact Information
Address: 1970 Rockledge Blvd, Rockledge, FL 32955, United States.
Contact Details
Phone: 3216366882.
Website: edwardjones.com.
Specialties
- Financial consultant
- Finance broker
- Investment service
- Stock broker
Other Points of Interest
This company has 4 reviews on Google My Business.
Average Opinion
5/5 stars based on 4 reviews.
Characteristics
The company is wheelchair accessible with a car park and toilet facilities. Appointments are recommended.
Expertise
Gregory Phelps offers a wide range of financial services, including financial planning, investment management, and retirement planning.
Experience
Gregory Phelps has extensive experience in the financial industry, with a proven track record of helping clients achieve their financial goals.
Education and Certifications
- CFP (Certified Financial Planner)
- CPWA (Certified Private Wealth Advisor)
- CEPA (Certified Estate and Trust Planning Advisor)
- AAMS (Accredited Investment Fiduciary Specialist)
Services
Gregory Phelps provides a range of services, including financial planning, investment management, and retirement planning.