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: Julie Lalwani, CFP®|CRPC™|CRPS™
706 E Bell Rd, Phoenix, AZ
85022, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Lalwani, CFP®|CRPC™|CRPS™
What investment services does Edward Jones - Financial Advisor: Julie Lalwani offer?
Edward Jones - Financial Advisor: Julie Lalwani provides personalized investment services including retirement planning, education savings, tax-efficient strategies, and stock & bond brokerage tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Julie Lalwani located?
The office is located at 706 E Bell Rd, Suite 211, Phoenix, AZ 85022, United States.
How can I contact Julie Lalwani's Edward Jones office?
You can contact the office by phone at +1 480-764-3910 or alternate phone +1 602-942-0442, or email julie.lalwani@edwardjones.com.
Is Edward Jones - Financial Advisor: Julie Lalwani currently open?
According to the profile data, this location is currently closed.
How can I book an appointment with Julie Lalwani's Edward Jones office?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-lalwani/contact/.
What apps are available for Edward Jones clients?
Edward Jones offers mobile apps available on the Apple App Store and Google Play Store for convenient access to account information and services.
What languages are supported at Edward Jones - Financial Advisor: Julie Lalwani?
The office supports English language for client interactions and services.
What nearby law firms could complement financial planning services at Edward Jones?
Nearby law firms such as Leather Law Office, Nicole Pavlik Law Firm, and Saavedra Law Firm are close to the Edward Jones office and can assist with legal services relevant to estate planning and trusts.
Are there nearby dental care providers to visit before or after your appointment at Edward Jones?
Yes, Bell Road Dental Care of Phoenix, Gentle Dental East Bell, and Mark McAlister DDS MS are nearby dental offices to the Edward Jones location.
What wellness or medical centers are located near Edward Jones that clients can consider?
Valley Wellness Center - Primary Care Phoenix, North Phoenix Accident & Injury Clinic, and ATI Physical Therapy are nearby medical and wellness centers.