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: Kale E Youtzy
1100 Tamiami Trail S, Venice, FL
34285, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kale E Youtzy
What services does Edward Jones - Financial Advisor: Kale E Youtzy offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management tailored to individual client needs.
What are the office hours for this Edward Jones location?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Kale E Youtzy, the financial advisor?
You can reach Kale E Youtzy via phone at +1 941-485-6556 or email at kale.youtzy@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kale E Youtzy located?
The office is located at 1100 Tamiami Trail S, Venice, FL 34285, USA.
Is there an online way to schedule a consultation with the Edward Jones advisor?
Yes, you can schedule a consultation through their contact page: https://www.edwardjones.com/us-en/financial-advisor/kale-youtzy/contact/
What languages are supported at this Edward Jones location?
The financial advisory services are offered in English.
Does Edward Jones provide any online tools to help plan for retirement?
Yes, they offer a Retirement Savings Calculator to help you prepare for your future, available on their website.
What nearby real estate services are available around Edward Jones in Venice, FL?
Nearby real estate services include Gulf Coast Realty Team, Century 21 real estate, Sabina Rozak-Florida Realtor, Brian P Moran Realtor, and Move Home Suncoast at HomeSmart FL, which can assist clients looking to buy, sell, or manage properties in the area.
Are there legal services near Edward Jones where I can get advice?
Yes, nearby legal services include Blanton Law, Boone, Boone & Boone, and Cemovich Law Firm, specializing in various legal areas such as family law, wills, and probate, which might complement your financial planning needs.
What nearby amenities might I visit before or after my appointment at Edward Jones?
You can visit the Freedom Boat Club for boating services, or grab a bite at The Triple Threat Truck, a local fast food restaurant. For wellness needs, nearby places include Suncoast Communities Blood Bank and Wasserman Ulitsky Dermatology.