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: Trevor S Gottula, CFP®|ChFC®|RICP®
223 9th Street, Sheldon, IA
51201, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Trevor S Gottula, CFP®|ChFC®|RICP®
What financial services does Edward Jones - Financial Advisor: Trevor S Gottula provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Trevor S Gottula located?
The office is located at 223 9th Street, Sheldon, IA 51201, USA.
What are the office hours for Edward Jones - Financial Advisor: Trevor S Gottula?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Trevor S Gottula?
You can contact Trevor S Gottula at +1 712-324-4643 or via email at trevor.gottula@edwardjones.com.
Is there an app available to access Edward Jones services on mobile devices?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms to access investment services.
How can I schedule a consultation with Edward Jones - Financial Advisor: Trevor S Gottula?
You can book a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/trevor-gottula/contact/
What languages are spoken at Edward Jones - Financial Advisor: Trevor S Gottula?
Services are provided in English.
Can you suggest nearby places I can visit before or after my appointment at Edward Jones?
Nearby you can visit Plaza Queretana for shopping and groceries, Mi Casa Restaurant for Mexican cuisine, or A Country Florist for flowers and gifts.
Are there other financial service providers near Edward Jones - Financial Advisor: Trevor S Gottula?
Yes, nearby financial service providers include Jay Theis - Ameriprise Financial Services and another Edward Jones office.
What local amenities can help me find Edward Jones - Financial Advisor: Trevor S Gottula in Sheldon?
The Sheldon Mail Sun newspaper office and Downtown Hardware store are nearby landmarks that can help locate the Edward Jones office.