Edward Jones Investments

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Ocala, FL, Edward Jones Investments - Anthony Montemurro is a financial services establishment specializing in assisting individuals, families, and small businesses in achieving their financial objectives. Offering personalized advice, they focus on crafting tailored strategies covering investment management, retirement planning, estate planning, and educational savings initiatives. This branch, like others nationwide, places significant emphasis on fostering robust connections between financial advisors and clients, ensuring ongoing consultations and assistance to help individuals navigate the complexities of financial planning. At Edward Jones Investments - Anthony Montemurro, the commitment to individualized client support is evident, with a strong focus on developing bespoke solutions rather than generic financial interactions. By providing thoughtful planning services, the firm ensures that a diverse range of investors can access personalized financial guidance, enabling them to make informed decisions to secure their financial future effectively. Through their dedication to personalized care and customized approaches, this branch strives to make financial planning a comprehensive and approachable process for all clients. Generated using this brand's available information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy