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: Kerry Luellen, CFP®
3316 E State Road 436, Apopka, FL
32703, United States
Hours
Reviews
4.2
5 reviews
5 stars
4
4 stars0
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1 star
1
- JSJon StricklandFeb 15, 20215.0Great company to invest with. Always a positive experience.
- FAFazeela AlliMay 11, 20201.0Apparently when you apply here, they reject you within a day and it's in their policy to not discuss why they reject your application. Is that even allowed?
- PUPeter USAFeb 25, 20185.0Office
Frequently Asked Questions About Edward Jones - Financial Advisor: Kerry Luellen, CFP®
What types of financial services does Edward Jones - Financial Advisor: Kerry Luellen, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Kerry Luellen located?
The office is located at 3316 E State Road 436, Apopka, FL 32703, United States.
What are the office hours for Edward Jones - Financial Advisor: Kerry Luellen?
The office is open Monday through Friday, from 9:00 AM to 5:00 PM, and closed on weekends.
How can I contact Kerry Luellen at Edward Jones?
You can reach Kerry Luellen by phone at +1 407-389-0167 or via email at kerry.luellen@edwardjones.com.
Is there a way to schedule a consultation with Kerry Luellen online?
Yes, you can book a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/kerry-luellen/contact/.
Does Edward Jones - Financial Advisor: Kerry Luellen have a mobile app?
Yes, Edward Jones offers a mobile app available for Android and iOS devices to help manage your investments conveniently.
What languages are spoken by the Edward Jones financial advisor team?
The team speaks English.
Are there other financial service providers near Edward Jones in Apopka?
Yes, nearby financial services include The Infinity Group, Todd Fosnow of the Infinity Group of Raymond James, Fischer Wealth Management, Regions Bank, and Wells Fargo Bank, which may offer complementary services or alternatives.
What nearby dining options are available for clients visiting the Edward Jones office?
Nearby dining options include Firehouse Subs, Little Caesars Pizza, Smoothie King, Baskin-Robbins, and Argos Family Diner, perfect for grabbing a meal or snack before or after your appointment.
What health and wellness facilities are located near Edward Jones in Apopka?
Nearby health and wellness facilities include Select Physical Therapy - Apopka, Nirvana Sports Medicine and Rehabilitation Services, Wekiva Health Care, Smiles by Design dental office, and Dr. Cristene Maas DDS dental care, which may be convenient for clients looking to manage health alongside financial planning.