Edward Jones - Financial Advisor: Katy Solsma Bell, ChFC®|AAMS®|CRPC™
4.65 reviews
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: Katy Solsma Bell, ChFC®|AAMS®|CRPC™
20 1st Ave NE, Oelwein, IA
50662, United States
Hours
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- CSCharlene SchwirtzFeb 22, 20215.0Excellent! Very good at their profession! I hope to continue w/Curt n Edward Jones.
- KIKevin ImbusNov 12, 20205.0I have no complaints. Katy is always friendly and gives great advice. I couldn't ask for better service and knowledge concerning my investments.
- RBRoger and Andrea BeaneDec 13, 20195.0Curt is very personable, and professional! He has always helped us with our financial questions and explained what he was doing. Alway a great experience! Kim does a great job and is alway friendly! Thanks for all you do for us. Roger and Andrea Beane
Frequently Asked Questions About Edward Jones - Financial Advisor: Katy Solsma Bell, ChFC®|AAMS®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Katy Solsma Bell offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Katy Solsma Bell located?
The office is located at 20 1st Ave NE, Oelwein, IA 50662, USA.
What are the business hours for Edward Jones - Financial Advisor: Katy Solsma Bell?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Katy Solsma Bell at Edward Jones?
You can contact her by phone at +1 319-283-1607 or by email at katy.solsma@edwardjones.com.
Is it possible to schedule an appointment with Edward Jones - Financial Advisor: Katy Solsma Bell online?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/katy-solsma/contact/.
What languages are spoken by the staff at Edward Jones - Financial Advisor: Katy Solsma Bell?
The staff communicates in English.
Are there any beauty salons near Edward Jones - Financial Advisor: Katy Solsma Bell where clients could visit before or after their meetings?
Yes, nearby beauty salons include Hair Lines and The Refinery, offering convenient spots to freshen up around your visit.
What nearby dining options are there near Edward Jones - Financial Advisor: Katy Solsma Bell?
Subway is a nearby sandwich shop where clients can grab a quick meal before or after consulting services.
Are there any nearby financial or insurance services close to Edward Jones - Financial Advisor: Katy Solsma Bell?
Yes, nearby options include Harold Buhr - American Family Insurance, Nationwide Mutual Insurance Company, and RFSW & Co., CPA's, providing additional financial and insurance services.
What is the official website for Edward Jones - Financial Advisor: Katy Solsma Bell where I can find more information?
More information is available at https://www.edwardjones.com/us-en/financial-advisor/katy-solsma.