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Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
284 Main Street, Beacon, New York, United States
About the Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.
Photos of Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
284 Main St, Beacon, NY 12508, United States
Opening hours of Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
"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."
"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"
"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."
"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. ."
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