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: 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/.