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: Kate Mikkelson, AAMS®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Mikkelson, AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Kate Mikkelson provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations to tailor advice to individual goals.
What are the regular business hours for Edward Jones - Financial Advisor: Kate Mikkelson?
The office is open Monday through Friday from 8:30 AM to 4:30 PM Eastern Time and is closed on weekends except for Saturday by appointment only.
How can I schedule an appointment with Kate Mikkelson at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kate-mikkelson/contact/ or contact them via phone or email.
Where is Edward Jones - Financial Advisor: Kate Mikkelson located?
The office is located at 600 SE Indian Street, Suite 1, Stuart, FL 34997, USA.
What languages are supported at Edward Jones - Financial Advisor: Kate Mikkelson?
The services are provided in English.
Does Edward Jones offer any online tools to help with financial planning?
Yes, they provide a retirement savings calculator available online to help you plan for your future.
What are some nearby financial services I can visit along with Edward Jones?
Nearby financial services include Juan Gusman, Gillman, Shapiro and Dillemuth accounting firm, United Mortgage Corp, and Investment Planning Group, which can complement your financial planning needs.
Are there dining options near Edward Jones - Financial Advisor: Kate Mikkelson?
Yes, you can visit Giordi, a restaurant and diner nearby, for meals before or after your appointment.
What health and wellness services are available nearby Edward Jones?
Nearby health and wellness services include Seven Cells, Florida Dermatology Specialists, Grande Oral Specialties, and Higher Self Aesthetics medical spa.
How can I reach Edward Jones - Financial Advisor: Kate Mikkelson using transportation services?
Though specific transit options aren't listed, nearby places and the Uber link presentation button suggest ride-sharing services like Uber can be used for convenient travel to the location.