Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: 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.