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: Helen Lake, CFP®|AAMS®
3353 Peachtree Rd NE, Atlanta, GA
30326, United States
Hours
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- STS TFeb 4, 20255.0I worked with Helen Lake's Edward Jones office on an ongoing matter. Linda Winters was a true gem. She would consistently follow up with me and genuinely cared.
- TLTherese LambertApr 11, 20225.0Helen Rice Lake is an exceptionally smart and professional financial advisor. She goes the extra mile to make sure your portfolio is what you want/feel comfortable with and her ability to explain everything in clear and succinct terms is greatly appreciated. Her assistant, Linda, is also a gem. Both Helen and Linda are quick to respond to their client’s needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Helen Lake, CFP®|AAMS®
What services does Helen Lake at Edward Jones provide?
Helen Lake offers personalized financial advisory services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Helen Lake located?
The office is located at 3353 Peachtree Rd NE, Suite 140, Atlanta, GA 30326, USA.
What are the operating hours of Edward Jones - Financial Advisor: Helen Lake?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and on Fridays from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays, but is available by appointment only on Saturdays.
How can I contact Helen Lake at Edward Jones?
You can contact Helen Lake by phone at +1 470-842-9177 or by email at helen.lake@edwardjones.com.
Does Edward Jones - Financial Advisor: Helen Lake provide online resources or tools?
Yes, they offer a retirement savings calculator available on their website, which you can use to assess your retirement readiness.
Is Edward Jones - Financial Advisor: Helen Lake active on social media?
Yes, they have a Facebook page at https://www.facebook.com/822760964474300 and a Twitter handle @EdwardJones.
Are there any nearby financial advisory services if I want additional options?
Yes, nearby you can find other financial service providers such as Bob Busby - Financial Advisor, Ameriprise Financial Services and Edward Jones - Financial Advisor: Michael K Hudson, which offer similar financial advisory services.
What nearby amenities could I visit before or after a consultation at Edward Jones?
You could stop by Highland Bakery Buckhead for breakfast or brunch, a popular nearby restaurant and bakery, perfect for a meal around your appointment time.
Are there employment or professional service agencies near Helen Lake's office?
Yes, nearby you will find agencies like Robert Half Finance & Accounting, The Creative Group, and Todays Temporary, which could be useful if you are exploring career opportunities or professional services in the area.
How can I book an appointment with Helen Lake, Edward Jones financial advisor?
You can schedule an appointment through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/helen-lake/contact/.