Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS®
5.01 review
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: Michele E Ouellette, CFP®|AAMS®
151 E Central Ave, Lake Wales, FL
33853, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS®?
The main services include financial advising, investment management, stocks & bonds brokerage, retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Michele E Ouellette located?
The office is located at 151 E Central Ave, Lake Wales, FL 33853, United States.
What are the office hours for Edward Jones - Financial Advisor: Michele E Ouellette?
The office is open Monday through Friday from 8:00 AM to 5:00 PM Eastern Time and is closed on weekends.
How can I contact Michele E Ouellette for an appointment or financial advice?
You can contact Michele E Ouellette by phone at +1 863-676-0775 or email at michele.ouellette@edwardjones.com. Appointment requests can also be made via the online reservation page.
Does Edward Jones offer any tools to help plan for retirement?
Yes, Edward Jones features a Retirement Savings Calculator available online to help clients prepare for their financial futures.
In what languages can I receive services at Edward Jones - Financial Advisor: Michele E Ouellette?
Services are offered in English.
Are there any other financial service providers near Edward Jones - Financial Advisor: Michele E Ouellette?
Yes, nearby financial service providers include Ridge View Mortgage, J Nelson Financial Strategies, Bryant & Smith Insurance, and Pat Cain - Raymond James.
What nearby places can I visit before or after my appointment at Edward Jones?
You can visit local spots such as Dan's Cafe and Market Cafe for a meal or coffee, or check out the BSD Galleries for art, and the Midtown Beauty Bar or Massage Is Therapy for beauty and wellness services.
How can nearby educational institutions benefit clients visiting Edward Jones in Lake Wales?
Nearby colleges like Polk State College Lake Wales and Polk State College - JD Alexander Center offer educational resources which can complement financial planning, such as courses on finance or seminars related to investment.
What local businesses related to real estate are near Edward Jones - Financial Advisor: Michele E Ouellette?
Nearby real estate-related businesses include Oak Harbor Title Services, Real Estate Title Services Inc, and Polk Real Estate, which can assist clients with property transactions and title services.