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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Edward Jones - Financial Advisor: Patrick J Franke, CFP®
I needed to roll over some funds and I went with Edward Jones. Pat was amazing, I didn't have a lot of money but he made me feel like I had a million dollars. He listened to me and made great suggestions on what I should do. He also took the time to explain everything to me. Never made me feel stupid or that I was asking too many questions. We were able to do this through phone conversations, which was amazing. His office was being very COVID safe. Highly recommend this branch, if you want someone who cares about how you want your money invested and treats you like a VIP. Top notch!
FF
Fit ForLife
Nov 9, 2020
1.0
I contacted Tod at the West Des Moines branch. I provided him the details he wanted to review my case. A few days latter, contacted me back to teansfared my case to another Edwards advisor with a Hispanic last name and according to him best fit my background. I found his referral with prujudice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick J Franke, CFP®
What services does Edward Jones - Financial Advisor: Patrick J Franke, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Patrick J Franke, CFP®?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on Saturday and Sunday.
How can I contact Edward Jones - Financial Advisor: Patrick J Franke, CFP®?
You can call them at +1 515-255-9641 or email patrick.franke@edwardjones.com.
Where is Edward Jones - Financial Advisor: Patrick J Franke, CFP® located?
They are located at 3520 Ingersoll Avenue, Des Moines, IA 50312, USA.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
Can I schedule a consultation with Patrick J Franke online?
Yes, you can book a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-franke/contact/.
What other financial service providers are located near Edward Jones - Patrick J Franke?
Nearby financial services include Tax Doctor (accounting), Nationwide Mutual Insurance Company, Insurance Networking Systems, and U.S. Bank, providing complementary services like tax help, insurance, and banking.
Are there convenient ATMs near Edward Jones - Patrick J Franke's office?
Yes, nearby ATMs include U.S. Bank, US Bank ATM, The Exchange Network, LibertyX Bitcoin ATM, and Bank of America ATM, making cash access easy for visitors.
What local amenities can I explore near Edward Jones at 3520 Ingersoll Avenue?
Nearby you can visit Ingersoll Wine & Spirits for drinks, The Bartender's Handshake for cocktails, and Preservation thrift store for clothing shopping.
Does Edward Jones offer resources to help with retirement planning?
Yes, they provide a retirement savings calculator available online to help clients prepare for their future.