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: Whitney J Rogers, CFP®
114 East Monroe Street, Mt Pleasant, IA
52641, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Whitney J Rogers, CFP®
What types of financial services does Edward Jones - Financial Advisor: Whitney J Rogers offer?
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: Whitney J Rogers located?
It is located at 114 East Monroe Street, Suite 101, Mt Pleasant, IA 52641, USA.
What are the office hours for Edward Jones - Financial Advisor: Whitney J Rogers?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays, although Saturday visits can be scheduled by appointment.
How can I contact Whitney J Rogers at Edward Jones?
You can reach Whitney by phone at +1 319-385-3411 or via email at whitney.rogers@edwardjones.com.
Can I book a financial consultation appointment online?
Yes, appointments can be made through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/whitney-rogers/contact/.
Does Edward Jones - Financial Advisor: Whitney J Rogers offer mobile apps for managing investments?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms to help clients manage their investments conveniently.
What nearby services can I find close to Edward Jones in Mt Pleasant?
Nearby, you can find services such as Crossroads Appraisal Services (appraisal), Fortress Wealth Management (insurance), and Team Staffing Solutions (employment agencies), which may be useful for related financial and professional needs.
Are there food and dining options near Edward Jones - Financial Advisor: Whitney J Rogers?
Yes, nearby dining options include Breadeaux Pizza, Main St. Pizza, and Dairy Queen, making it convenient to grab a meal before or after your financial appointment.
Where can I find health and wellness services near Edward Jones in Mt Pleasant?
Health and wellness options nearby include Wellness Connection for massage therapy, Rock Valley Physical Therapy, and Rooted Whole Health for chiropractic care.
What other financial institutions are located near Edward Jones in Mt Pleasant?
Nearby financial organizations include First Interstate Bank and several insurance agencies such as Nick Baker Agency LLC and American Family Insurance - M. A. Hamilton Agency, Inc.