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 Barta, CFP®|ChFC®
702 S Gilbert St, Iowa City, IA
52240, United States
Hours
Reviews
4.2
5 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star
1
- LDLauren DaleyAug 23, 20245.0My first advisor I have had. Kelly made it very easy to start the process. I fell more comfortable and confident in my financial future!
- SMSkylar MaylandJul 16, 20245.0Adela is the best and most helpful financial advisor I could have asked for. She regularly goes above and beyond, and she is so unbelievably kind and supportive as well. I hope to continue working with her for years to come!
- CWCatrina WhitmanFeb 21, 20205.0Jenn is great!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly M Barta, CFP®|ChFC®
What types of financial services does Edward Jones - Financial Advisor: Kelly M Barta offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Kelly M Barta?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Kelly M Barta located?
Their office is located at 702 S Gilbert St, Ste 102, Iowa City, IA 52240, USA.
How can I contact Edward Jones - Financial Advisor: Kelly M Barta via phone or email?
You can reach them by phone at +1 319-351-6095 or email at kelly.barta@edwardjones.com.
Can I book a consultation appointment online with Kelly M Barta?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-barta/contact/.
Are there any apps available to manage investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on iOS and Android platforms for managing your investments.
What languages are spoken at Edward Jones - Financial Advisor: Kelly M Barta?
Services are provided in English.
Which nearby places can I visit to grab a meal before or after my financial consultation?
You can enjoy meals at nearby restaurants such as Gumby's Pizza and ONNURI Korean BBQ, both located close to the Edward Jones office.
Are there any nearby health and wellness services near Edward Jones - Financial Advisor: Kelly M Barta?
Yes, nearby health-related services include Dr. George S. Sehl's podiatry office and Discover Chiropractic for chiropractic and massage treatments.
What nearby stores or amenities can I visit in the Iowa City area around Edward Jones?
Around Edward Jones, you can visit various stores such as Musicians Pro Shop for musical instruments, Salon La Di Da for beauty services, and World of Bikes for sporting goods and bike rentals.