Business Details
About
Investment Service
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
Location
Edward Jones - Financial Advisor: Josselyn O'Connor, CFP®
47294 Progress Court, Soldotna, AK
99669, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Josselyn O'Connor, CFP®
What services does Edward Jones - Financial Advisor: Josselyn O'Connor provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the office hours for Edward Jones - Financial Advisor: Josselyn O'Connor?
The office is open Monday to Friday from 7:30 AM to 4:00 PM and is by appointment only on Saturdays. The office is closed on Sundays.
Where is Edward Jones - Financial Advisor: Josselyn O'Connor located?
The office is located at 47294 Progress Court, Suite B, Soldotna, AK 99669, USA.
How can I contact Josselyn O'Connor or make an appointment?
You can call the local phone number at +1 907-262-6336, email josselyn.oconnor@edwardjones.com, or make an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/josselyn-oconnor/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Josselyn O'Connor?
English is the primary language spoken.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS, available on the Google Play Store and Apple App Store respectively.
How does Edward Jones help with retirement planning?
They provide personalized retirement planning advice and offer a retirement savings calculator tool to help you prepare for your future.
What nearby real estate services are available around Edward Jones?
Nearby real estate agents include Lara McGinnis - Redoubt Keller Williams, Marti Pepper - Redoubt Keller Williams Associate Broker, Redoubt Realty, Kylie Morse Realtor, and Lyndy Wackler - Wackler Real Estate, which can be helpful for clients interested in property investments.
What mortgage services are available near Edward Jones?
Mortgage brokers and lenders near Edward Jones include Rhonda Johnson, Cornerstone Home Lending, and Marife Hoffman Mortgage Loan Originator, which can assist with home financing needs.
What local amenities or services could I visit before or after my meeting at Edward Jones?
You could visit places like the Twin Cities Veterinary Clinic if you have pets, or enjoy a meal at Subway nearby. Additionally, local cultural activities like Kenai Performers' theatre productions or visiting the Department of Fish and Game are available.