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: Kelly M Shota, CFP®|ChFC®|CRPS™
850 West Hind Drive, Honolulu, HI
96821, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly M Shota, CFP®|ChFC®|CRPS™
What services does Edward Jones - Financial Advisor: Kelly M Shota provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kelly M Shota located?
The office is located at 850 West Hind Drive, Suite 214B, Aina Haina Professional Building, Honolulu, HI 96821, USA.
How can I contact Edward Jones - Financial Advisor: Kelly M Shota?
You can reach the office by phone at +1 808-373-7489 or email kelly.shota@edwardjones.com.
Can I schedule a consultation with Kelly M Shota online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-shota/contact/.
Are there any mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments conveniently.
What languages are supported at this Edward Jones location?
This office offers services in English.
What nearby financial services are available near Edward Jones - Financial Advisor: Kelly M Shota?
Nearby financial services include Edward Jones - Financial Advisor: Linda M Le and Less Tax, which can provide additional financial support options.
What dining options are available nearby the Edward Jones office?
Near the office, you can enjoy treats and meals at Kokonuts Shave Ice & Snacks and McDonald's for fast and casual dining options.
Are there any healthcare services near the Edward Jones office?
Yes, several healthcare providers are nearby, including Aina Haina Dental Group Inc, Jin Yoo DDS, and Aina Haina Family Dental for dental care, as well as Ka Ola Chiropractic and Physical Therapy Services for other health needs.
How might I combine a visit to Edward Jones with local activities?
After your consultation, you can visit nearby places like Artistry Wellness Hawaii for spa treatments or check out local grocery shopping at Foodland - Hawaii, making your trip productive and enjoyable.