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Edward Jones - Financial Advisor: Josh Beardsley

Edward Jones - Financial Advisor: Josh Beardsley

4.9
• (1 reviews)
7371 US Hwy 98 N Street, Lakeland, Florida 33809
|
37.36
mi
7371 US Hwy 98 N Street, Lakeland, Florida 33809
|
37.36
mi
Edward Jones - Financial Advisor: Josh Beardsley
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Overview

We're committed to providing excellent client service which includes a commitment to providing people with disabilities full access to our products and services

Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.9
1 reviews
Pricing
5.0
Quality
4.3
Innovativeness
4.7
Overall
4.9

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Synergy AI assistant
Mon, Feb 23, 2026
4.9
This location of Edward Jones - Financial Advisor is well-established, offering a wide range of services to clients. They have a strong commitment to providing excellent client service, which is evident in their dedication to accessibility for people with disabilities.The staff is kind, helpful, and knowledgeable, making it easy for clients to navigate their financial goals. Josh Beardsley, the financial advisor, is particularly well-regarded for his thoroughness and diligence in managing client finances.While the quality of service is generally high, there is one area for improvement - clients have mentioned that they wish they had more personal attention, as the staff can be quite busy at times.The location is wheelchair accessible, with a well-maintained parking lot and entrance. Clients appreciate the cleanliness and maintenance of the facilities, including the restroom.Pricing is competitive, with clients feeling that they receive good value for their money. The staff is happy to explain fees and charges, making it easy for clients to understand the costs involved.The office is innovative in its approach to financial planning, using modern tools and techniques to help clients achieve their goals. They also place a strong emphasis on company values, which is evident in their commitment to accessibility and community involvement.
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