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: Alisa S Epperson, AAMS®
221 SW Stonegate Ter, Lake City, FL
32024, United States
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- JBJohn BaxterJun 27, 20235.0They do an Excellent job for me. Always friendly and helpful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Alisa S Epperson, AAMS®
What services does Edward Jones - Financial Advisor: Alisa S Epperson, AAMS® offer?
They provide 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: Alisa S Epperson, AAMS® located?
It is located at 221 SW Stonegate Ter, Suite 103, Lake City, FL 32024, USA.
How can I contact Edward Jones - Financial Advisor: Alisa S Epperson, AAMS®?
You can contact them via their main phone at +1 386-832-0679 or alternate phone at +1 386-219-4414, or email alisa.epperson@edwardjones.com.
Do I need an appointment to visit Edward Jones on Fridays?
Yes, visits on Fridays are by appointment only.
Does Edward Jones - Financial Advisor: Alisa S Epperson have an online presence or app?
Yes, they have a website and mobile apps available for iOS and Android for easy access to their services.
What can I use the featured message 'Retirement Ready? Try Our Calculator and See!' for?
It offers a retirement savings calculator to help you prepare for your financial future.
Are there any healthcare facilities near Edward Jones - Financial Advisor?
Yes, nearby healthcare facilities include Northern Florida Kidney Care, The Health Care Institute of North Florida, and Priority STD Testing Lake City, among others.
What financial-related businesses are near Edward Jones - Financial Advisor?
Nearby financial services include Union Home Mortgage, Sunbelt Credit, and Mariner Finance, offering mortgage and loan services.
Can I visit other useful services near Edward Jones while in the area?
Yes, besides financial and healthcare services, you can visit places like A Nails and Spa for beauty services or Sal's Italian Deli for dining options nearby.
Who are major competitors to Edward Jones - Financial Advisor: Alisa S Epperson?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.