Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® - Beacon, New York

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP

Edward Jones es una de las empresas de servicios financieros más grandes y respetadas de los Estados Unidos. Con más de 7.000 agentes independientes, la empresa ofrece una amplia gama de servicios financieros a individuos y familias.

Thomas J Geoghegan, CFP

Thomas J Geoghegan es un Financial Advisor certificado por la Asociación de Planificadores Financieros (CFP) y está ubicado en 284 Main St, Beacon, NY 12508, Estados Unidos. Puede ser alcanzado por teléfono en 845-831-0507 o visitando su sitio web en edwardjones.com.

Thomas J Geoghegan se especializa en servicios financieros, incluyendo consultoría financiera, representación de bolsa y servicio de inversión. Su objetivo es brindar orientación personalizada y apoyo a sus clientes para ayudarlos a alcanzar sus objetivos financieros.

Especialidades

Thomas J Geoghegan ofrece las siguientes especialidades:

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Otras características

La oficina de Thomas J Geoghegan es accesible para personas con discapacidad, con un estacionamiento y entrada accesibles para sillas de ruedas. También cuenta con un baño y es recomendable hacer una cita previa.

Opiniones

Thomas J Geoghegan ha recibido 7 reseñas en Google My Business, con una media de 5/5 estrellas. Los clientes han destacado su paciencia, comprensión y capacidad para explicar conceptos financieros de manera clara y concisa.

Características de la oficina

La oficina de Thomas J Geoghegan está ubicada en 284 Main St, Beacon, NY 12508, Estados Unidos. La empresa es accesible para personas con discapacidad y cuenta con un estacionamiento y entrada accesibles para sillas de ruedas.

Los clientes pueden contactar a Thomas J Geoghegan por teléfono en 845-831-0507 o visitando su sitio web en edwardjones.com.

👍 Reviews of Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®

Mike M.

5/5

I was referred to Tom by a close family friend. I was originally hesitant because financials advisors make me nervous. However, I signed up with Tom and he helped me get going with my IRA in a manner that I felt comfortable with. I didn't feel pressured to do anything, and he was super patient explaining the in's and out's to me. Really felt lost at sea prior to working with Tom- couldn't recommend him enough.

Marie P.

5/5

I have been investing with Edward Jones for several years. The reason I transferred my IRA’s and other funds here was primarily my impression and trust in representative Mr Thomas Geoghegan. I met Tom on my front porch as he was walking the neighborhood introducing himself. I found his enthusiasm for his job refreshing. In addition, over the years that I have trusted him to advise me, I have come to realize his integrity, character, and commitment to the community he serves. I believe in Tom Geoghegan and Edward Jones. So much so that I have influenced my young adult grandsons to invest in the company and begin to finance their IRA’s with Tom’s advice. We are kept informed by Mr. Geoghegan concerning our accounts and intend to remain with Edward Jones. .

Rob L.

5/5

I've been working with Tom Geoghegan for a few years now and found his expertise in the field to be informative and rewarding. I highly recommend using Tom. He has a knack for simplifying complex financial topics and consistently quantifies your investment. 10/10 Financial Advisor - Highly Recommend

Pat T.

5/5

I've been working with Thomas for a little over a year now, and he has always been responsive and insightful about my investments. Excited to watch my portfolio grow with confidence working with him.

Ralph G.

5/5

I found the associates at Edward Jones Beacon office to be very helpful, competent, and professional. They have assisted me through numerous queries and challenges. 👍😊

Peter D.

5/5

Excellent financial establishment on Main Street in Beacon. Highly recommend as for Tom.

Jon P.

5/5

Solid.