Edward Jones - Financial Advisor: Jim Koinis, AAMS™ 100 Sullivan Street, Punta Gorda, FL 33950

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Location & Phone number

Hours open

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About Us

Reviews

About the Business

Edward Jones - Financial Advisor: Jim Koinis, AAMS™ is a trusted financial institution located at 100 Sullivan Street in Punta Gorda, Florida, United States. Specializing in finance, Jim Koinis, an Accredited Asset Management Specialist, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jim Koinis, AAMS™ is dedicated to providing expert advice and guidance to help clients secure their financial future.

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Location & Phone number

Directions

100 Sullivan St #111, Punta Gorda, FL 33950, United States

941-639-1170

edwardjones.com

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Hours open

Monday:

8:00 AM - 4:00 PM

Tuesday:

8:00 AM - 4:00 PM

Wednesday:

8:00 AM - 4:00 PM

Thursday:

8:00 AM - 4:00 PM

Friday:

8:00 AM - 4:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Darren Grovatt:

"Glad we found James Mashburn with Edwards Jones! I simply made the switch because of his excellent communication. He's always thinking a step ahead with reminders on how to save on everything from 401k fees to taxes. He's been a pleasure to work with. Whether you are in need of a 401k specialist for your business and you've used the others like Paychex, Hartland, or ADP to manage your 401k, you'll be impressed with his attention to detail and again his communication. Again, Highly Recommended."

almost 5 years ago