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.
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Edward Jones - Financial Advisor: Kristi DeJoseph, CFP®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Kristi DeJoseph, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Kristi DeJoseph offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Kristi DeJoseph located?
The office is located at 535 East Army Post Road, Suite B, Des Moines, IA 50315, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Kristi DeJoseph?
They are open Monday through Friday from 8:00 AM to 4:30 PM and are closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
How can I contact Edward Jones - Financial Advisor: Kristi DeJoseph?
You can call them at +1 515-285-6110 or email kristi.dejoseph@edwardjones.com for inquiries or to schedule an appointment.
Is there an online way to schedule meetings with Kristi DeJoseph?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kristi-dejoseph/contact/
Does Edward Jones offer any tools to help clients with retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.
What nearby financial services are close to Edward Jones - Financial Advisor: Kristi DeJoseph to assist customers?
Nearby financial services include Edward Jones - Financial Advisor: Adam M Laffey and Bank of America Financial Center, which can be convenient for additional banking or investment needs when visiting the area.
What local amenities near Edward Jones can customers visit before or after their appointments?
Customers may enjoy dining at Fantastic Tacos or Estilo Boricua, or visit Ashley’s Beauty Salon for services nearby, making it easy to combine appointments with other activities.
Are there any nearby public service or community centers near Edward Jones - Financial Advisor Kristi DeJoseph's office?
Yes, nearby community resources include Polk County Training Office and Des Moines Police Academy, which may be of interest for residents or clients in the area.
What transportation or convenience services are available near Edward Jones for clients?
For convenience, clients can find nearby services such as Army Post Coin Laundry and Ultimate Auto Wash, helpful for quick errands before or after financial meetings.