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
Frequently Asked Questions About Edward Jones - Financial Advisor: David L Uehling
What are the regular business hours for Edward Jones - Financial Advisor: David L Uehling?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. The office is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I schedule an appointment with David L Uehling at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/david-uehling/contact/ or by calling the main phone number at +1 641-406-6578.
What services does Edward Jones - Financial Advisor: David L Uehling provide?
The firm offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds advisory, and investment management tailored to individual financial goals.
Where is Edward Jones - Financial Advisor: David L Uehling located?
The office is located at 715 Church St, Ottumwa, IA 52501, USA.
In what language does Edward Jones - Financial Advisor: David L Uehling primarily communicate?
Services and consultations are provided primarily in English.
Does Edward Jones offer a retirement planning tool?
Yes, Edward Jones provides a retirement savings calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare.
What nearby dining options are available close to Edward Jones at 715 Church St?
Nearby dining options include Pallister Brothers Bar and Taproom, Tequila Grill Ottumwa, Shakin' Shellfish, Common Grounds cafe, and Bellacino’s Pizza & Grinders which are great spots to visit before or after your financial consultation.
Are there financial services near Edward Jones - Financial Advisor: David L Uehling?
Yes, nearby you can find another Edward Jones Financial Advisor, Amber Carroll, as well as Ken Venables Investments, US Bank, and the U.S. Bank ATM to assist with various financial needs.
What nearby professional services can clients access around Edward Jones' Ottumwa location?
Clients can also access services such as accounting at Bradley T. Barnes, legal services at Orsborn, Mitchell & Goedken, and event photography from Lee's Photography close by at 715 Church St.
What mobile apps are available for Edward Jones clients?
Edward Jones clients can use the Edward Jones mobile app available on both Android (Google Play Store) and iOS (Apple App Store) for easy access to their services and account management.