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: Kyle Matzen, AAMS®
407 W Bridge Rd, Polk City, IA
50226, United States
Hours
Reviews
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- BMBruce MillerJan 17, 20255.0I've known Kyle for year's. He's honest, hard-working, and will give you the Truth. He is dedicated to helping people and building relationships. If your in need of financial advice he is no nonsense and will lead you in the direction you want to go. 10 stars
Frequently Asked Questions About Edward Jones - Financial Advisor: Kyle Matzen, AAMS®
What financial services does Edward Jones - Financial Advisor: Kyle Matzen provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks, bonds, and investment management.
Where is Edward Jones - Financial Advisor: Kyle Matzen located?
The office is located at 407 W Bridge Rd, Suite 7, Polk City, IA 50226, USA.
What are the office hours for Edward Jones - Financial Advisor: Kyle Matzen?
Open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Kyle Matzen?
You can call them at +1 515-984-6073 or email kyle.matzen@edwardjones.com.
Does Edward Jones - Financial Advisor: Kyle Matzen offer online appointment scheduling?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kyle-matzen/contact/.
Are there any fitness centers near Edward Jones - Financial Advisor: Kyle Matzen?
Yes, Anytime Fitness and Snap Fitness gyms are nearby for fitness and recreational activities.
What local dining options are available near Edward Jones in Polk City?
Subway and Scooter’s Coffee are nearby eateries offering sandwiches, coffee, and café options for visitors.
What healthcare facilities are located near Edward Jones - Financial Advisor: Kyle Matzen?
Nearby healthcare providers include North Polk Family Medicine, Sands Clinic of Chiropractic, and Cornerstone Dental.
Is there a local bank near Edward Jones in Polk City?
Yes, Home State Bank and Luana Savings Bank are located nearby for banking services.
How can clients use the Edward Jones Retirement Savings Calculator?
Clients can try the calculator via the link https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assess their retirement readiness.