Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Julie K Tecau, CFP®
2100 Aloma Ave, Winter Park, FL
32792, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie K Tecau, CFP®
Who is Julie K Tecau at Edward Jones?
Julie K Tecau is a Certified Financial Planner (CFP®) and financial advisor at Edward Jones located in Winter Park, FL.
What financial services does Edward Jones - Julie K Tecau offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What special financial plans does Julie K Tecau specialize in?
She specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Julie K Tecau?
You can schedule an appointment via the Edward Jones website contact page for Julie K Tecau.
Where is Edward Jones - Financial Advisor: Julie K Tecau located?
The office is located at 2100 Aloma Ave, Suite 203, Winter Park, FL 32792.
What languages does Julie K Tecau speak?
She speaks English.
Are there nearby medical facilities close to Edward Jones - Financial Advisor: Julie K Tecau?
Yes, nearby medical facilities include Winter Park Smiles (dentist), Neuro Skeletal Imaging (diagnostic services), Orlando Foot & Ankle Clinic, and AdventHealth Medical Group Oncology and Hematology at Winter Park.
What nearby places can customers visit for relaxation before or after meeting with Julie K Tecau?
Customers can visit Elegant Nails and Spa or PINKY Elegant Nails nearby for beauty and spa services.
Are there any nearby financial institutions close to Edward Jones for banking needs?
Yes, Fifth Third Bank, which offers banking and ATM services, is located nearby at Winter Park.
How can the nearby medical specialists be helpful for clients managing their financial planning?
Clients managing health-related expenses can coordinate with specialists nearby such as podiatrists and diagnostic centers, aiding in comprehensive financial and health planning.