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: Kate Somerville, CEPA®
2919 S Ellsworth Rd, Mesa, AZ
85212, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Somerville, CEPA®
What services does Edward Jones - Financial Advisor: Kate Somerville offer?
We offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual needs.
What are the business hours for Edward Jones - Financial Advisor: Kate Somerville?
We are open Monday through Friday from 8:00 AM to 5:00 PM. Saturdays are by appointment only, and we are closed on Sundays.
How can I schedule an appointment with financial advisor Kate Somerville?
You can schedule an appointment by visiting our contact page at https://www.edwardjones.com/us-en/financial-advisor/kate-somerville/contact/ or by calling us at +1 602-807-6617.
Where is Edward Jones - Financial Advisor: Kate Somerville located?
Our office is located at 2919 S Ellsworth Rd, Suite 129, Mesa, AZ 85212, USA.
Are there any online apps available to help me manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on both Android and iOS. You can download them from the Google Play Store and Apple App Store respectively.
What languages are supported at Edward Jones - Financial Advisor: Kate Somerville?
Services are provided in English.
Which financial competitors are comparable to Edward Jones?
Some major competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby healthcare services are close to the Edward Jones office?
Nearby healthcare providers include Canyon Rim Dental, Sossaman Family Dental, Wing Orthodontics, AZ Crash Doctors, and Allen Foot And Ankle Medicine And Surgery, offering a variety of dental, chiropractic, and podiatric services.
Are there any fitness or wellness centers near Edward Jones - Financial Advisor: Kate Somerville?
Yes, nearby fitness and wellness options include Fit Body Boot Camp, Ida Pingala Yoga, East Mesa Fit Body Boot Camp, and Ares East Mesa BJJ for martial arts and sports fitness.
What dining options are available near the Edward Jones office?
Nearby dining options include Asian Station Chinese Food and Bella Pizza & Pasta, great choices for a meal before or after your financial consultation.