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.
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Location
Edward Jones - Financial Advisor: Lori Baldwin, RICP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Lori Baldwin, RICP®
What services does Edward Jones - Financial Advisor: Lori Baldwin offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Lori Baldwin?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Fridays from 8:00 AM to 3:00 PM, and is closed on weekends. Fridays are by appointment only.
How can I schedule an appointment with Lori Baldwin at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/lori-baldwin/contact/ or by calling +1 515-967-4515.
Where is Edward Jones - Financial Advisor: Lori Baldwin located?
The office is located at 2437 Adventureland Dr, Suite C, Altoona, IA 50009, United States.
Does Edward Jones - Financial Advisor: Lori Baldwin provide services in languages other than English?
Currently, services are provided in English only.
Are there any nearby dining options when visiting Edward Jones in Altoona?
Yes, nearby dining options include Scornovacca's Altoona (Italian and pizza), Bianchi Boys Pizza & Pasta, Classic Frozen Custard, and Taco John’s, among others.
What nearby hotels are available for clients traveling to Edward Jones in Altoona?
Nearby hotels include My Place Hotel-Altoona, IA, Quality Inn & Suites Altoona - Des Moines, and Adventureland Inn, providing convenient accommodations close to the office.
Are there any financial service locations close to Edward Jones?
Yes, nearby financial service locations include Bitcoin Depot and multiple U.S. Bank ATMs for convenient access to financial transactions.
What types of financial products can I expect from Lori Baldwin's Edward Jones office?
You can find services such as stocks & bonds, investment management, and advisory services tailored to your financial planning needs.
How can I find tools for retirement planning offered by Edward Jones?
Edward Jones offers a retirement savings calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assist in preparing for retirement.