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: Jonathan B Kaplan, AAMS®
329 Main Street, Wallingford, CT
06492, United States
Hours
Reviews
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- DFDavid FinnanceSep 23, 20235.0Excellent financial office with extremely competent office personnel. It truly is a pleasure dealing with this group.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®
What services does Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS® located?
It is located at 329 Main Street, #102, Wallingford, CT, 06492, USA.
What are the business hours of Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM, and closed on weekends.
How can I book an appointment with the financial advisor Jonathan B Kaplan?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-kaplan/contact/.
Is there a mobile app for Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms.
What is the phone number and email to contact Jonathan B Kaplan at Edward Jones?
You can call at +1 203-294-1305 or email jonathan.kaplan@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®?
English is the language used at this Edward Jones office.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby, you can visit Lotus Day Spa for relaxation, or enjoy a meal at Double Play Cafe, an American restaurant and bar and grill.
Are there other financial advisors near Edward Jones - Financial Advisor: Jonathan B Kaplan, AAMS®?
Yes, nearby financial services include Edward Jones advisors Bill Passarelli and Lisa M LeBlanc, as well as other financial services like Williams Tax & Financial Services and GDCTM LLC.
Is there a dentist office near Edward Jones that I could visit in Wallingford?
Yes, nearby dental offices include Fantarella Dental Group, Fried Dentistry, Forrester Dental, and David L. Fried D.M.D.