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: Katie Zebrowski
5 Wagner Place, West Haven, CT
06516, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Zebrowski
Who is the financial advisor at Edward Jones located at 5 Wagner Place, Suite 4, West Haven, CT?
The financial advisor is Katie Zebrowski at Edward Jones in West Haven, CT.
What services does Edward Jones Financial Advisor Katie Zebrowski offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialities does Katie Zebrowski focus on at Edward Jones?
She specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and Traditional IRAs.
Can I schedule an appointment to meet with Katie Zebrowski on Saturdays?
Appointments are available by appointment only on Saturdays.
How can I book a consultation with Katie Zebrowski at Edward Jones?
You can schedule an appointment online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/katie-zebrowski/contact/.
What is the best way to contact Edward Jones - Financial Advisor Katie Zebrowski?
You can call +1 203-937-0005 or email katie.zebrowski@edwardjones.com.
Are there any nearby places where I can grab a meal after visiting Edward Jones in West Haven?
Yes, nearby dining options include Reruns Bar & Grill for American cuisine, Orale Tacos West Haven for Mexican food, and Crown Fried Chicken for quick chicken meals.
What nearby shops can I explore before or after my financial appointment at Edward Jones?
You can visit Kidz Clothing Closet for children's clothes, Petals and Scents for flowers and gifts, and daves got it, which is an antique store.
Is there a convenient place to get coffee near Edward Jones in West Haven?
Yes, Dunkin' is nearby offering coffee, donuts, and smoothies, perfect for a quick break.
What other financial advisory firms compete with Edward Jones in this area?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.