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Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Wong
What services does Edward Jones - Financial Advisor: Kate Wong offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the specialties of Edward Jones - Financial Advisor: Kate Wong?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones - Financial Advisor: Kate Wong?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/kate-wong/contact/.
Where is Edward Jones - Financial Advisor: Kate Wong located?
They are located at 70 Kekuanaoa Street, Suite 340, Hilo, HI 96720, inside the Hilo Shopping Center.
What languages are spoken at Edward Jones - Financial Advisor: Kate Wong?
The advisor speaks English.
What nearby places can I visit around Edward Jones - Financial Advisor: Kate Wong?
Nearby places include Keiki Dental Specialists, Big Island Personal Tours, and Herbal Aspect - Hawaii.
Are there any nearby tax services close to Edward Jones - Financial Advisor: Kate Wong?
Yes, Liberty Tax Service and Liberty Tax are nearby tax offices where you can get help with tax-related services.
Can I combine a visit to Edward Jones with some wellness activities nearby?
Yes, Balancing Monkey Yoga and Kokua Spa & Wellness Boutique are close by for yoga and spa services to complement your visit.
How can nearby shopping options benefit me when visiting Edward Jones - Financial Advisor: Kate Wong?
You can visit the Hilo Shopping Center, Island Naturals Market & Deli Hilo, and ACR Dollar+ Store Hilo nearby for shopping and dining before or after your appointment.
Does Edward Jones - Financial Advisor: Kate Wong provide online resources for retirement planning?
Yes, they feature information on IRAs on their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.