Edward Jones - Financial Advisor: Jim Long, CFP® - Peterborough, New Hampshire

Edward Jones - Financial Advisor: Jim Long, CFP®

Edward Jones - Financial Advisor: Jim Long, CFP® is a top-notch financial consulting firm located at 91 Hancock Rd Suite 2, Peterborough, NH 03458, United States. The firm specializes in providing customized financial solutions to meet the unique needs of each client. With a strong focus on investments and wealth management, the team at Edward Jones works closely with clients to help them achieve their financial goals.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.

The firm's services include financial planning, retirement planning, estate planning, and tax planning. Jim Long, the CFP® professional leading the firm, brings years of experience and expertise to help clients navigate complex financial decisions. With the support of a dedicated team, Long offers personalized attention and tailored advice to each client.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Edward Jones - Financial Advisor: Jim Long, CFP® has received excellent reviews from satisfied clients. The firm is committed to providing exceptional service and building long-term relationships with its clients. With a focus on trust, integrity, and personalized attention, Edward Jones is well-equipped to help clients achieve their financial goals.

Opinions: This company has 1 reviews on Google My Business.

Average opinion: 5/5.

To learn more about Edward Jones - Financial Advisor: Jim Long, CFP®, visit their website at edwardjones.com or contact them directly at 6037845313.

👍 Reviews of Edward Jones - Financial Advisor: Jim Long, CFP®

amy M.

5/5

I have been with this Edward Jones office and Jim Long for many years. I started when I lived in New Hampshire and worked in a small municipal fire department where he came as a speaker. I spoke to him after about my personal finances, and he was very willing to take on my portfolio, even though at the time, it was not very substantial. But with him, he consolidated all my separate accounts and managed to make money for me! Some years later, I ended up moving to Florida to care for my elderly mother and continued to keep my portfolio with him. Recently, my mother died, and he has helped me every step of the way, before and after, to make sure that the financial transfer was smooth from her account to mine. Now we have more to work with, and I trust him completely with my inheritance. Patty and Jim are both so pleasant and always get back to you. I really couldn't have managed without them. This is an excellent office and a business that you can always count on!