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: Peggy A Klein, CFP®|ChFC®
10445 N Oracle Rd, Oro Valley, AZ
85737, United States
Hours
Reviews
3.7
6 reviews
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2
- JPJim PowellMar 13, 20231.0My mother-in-law was using Peggy Klein for her IRA and Trust Fund investment strategy. We repeatedly expressed that we did not want a risky portfolio. My mother-in-law lost a significant amount of her retirement through this firm. And to top that, they charge $2700 a year to do virtually nothing but watch my mother-in-laws retirement income slowly disappear. And to even top that, they are charging us $95 per account when we close the account while transferring the funds to Fidelity. I am not done with Edward Jones yet. I will be having the AZ Attorney General review their practices including charging $95 to close an account. Stay away from Edward Jones! And especially this so called advisor.
- SKSamantha KolbDec 28, 20201.0She was incredibly rude to me and my terminally ill grandmother when we were trying to make sure my grandmother's accounts were closed.
Frequently Asked Questions About Edward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC®
What types of financial services does Edward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the office hours for this financial advisory service?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Peggy A Klein located?
The office is located at 10445 N Oracle Rd, Suite 220, Oro Valley, AZ 85737, USA.
How can I schedule an appointment with Peggy A Klein?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/peggy-klein/contact/
What languages are spoken at Edward Jones - Financial Advisor: Peggy A Klein?
They primarily provide services in English.
Can I access Edward Jones services via a mobile app?
Yes, there are mobile apps available for both Android and iOS. The Android app is available at the Google Play Store and the iOS app at the Apple App Store.
How can I contact Peggy A Klein by phone or email?
You can call them at +1 520-797-3812 or email peggy.klein@edwardjones.com.
What nearby medical and wellness services might be convenient when visiting Edward Jones?
Nearby options include Sonoran Audiology for audiology services, Oro Valley Aesthetics & Wellness for dermatology and spa treatments, and Oro Valley Eyecare for optometry services.
Are there any nearby financial or real estate professionals to complement services at Edward Jones?
Yes, nearby professionals include John Lebbs, CPA for accounting services, Bridges Insurance Agency for insurance needs, and several real estate agents such as Lois Berman and Heather Oliver, Realtor.
Where can I find dining options near Edward Jones in Oro Valley?
Nearby dining options include Sushi Valley for Japanese cuisine and Rubio's for Mexican and seafood dishes, providing convenient places to eat before or after your appointment.