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: Jon Lutz, AAMS®
What services does Edward Jones - Financial Advisor Jon Lutz offer?
Edward Jones - Financial Advisor Jon Lutz provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor Jon Lutz?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:30 PM, and is closed on weekends, though Saturdays are available by appointment only.
How can I contact Jon Lutz at Edward Jones?
You can reach Jon Lutz by calling +1 515-270-0090 or emailing jon.lutz@edwardjones.com.
Where is Edward Jones - Financial Advisor Jon Lutz located?
The office is located at 7658 Hickman Rd, Windsor Heights, IA 50324, USA.
Does Edward Jones offer online tools or apps for clients?
Yes, Edward Jones offers mobile apps available for Android and iOS to help clients manage their investments and access financial tools on the go.
How can I schedule an appointment with Jon Lutz?
Appointments can be made online by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-lutz/contact/
Are there any nearby fitness centers I can visit before or after my appointment?
Yes, Paragon Personal Training and Ashtanga Center of Greater Des Moines are nearby fitness venues where you can work out before or after your visit.
What nearby dining options are available around Edward Jones - Financial Advisor Jon Lutz?
Nearby eateries include Baskin-Robbins for ice cream and Espresso Services Iowa, a local coffee shop where clients can relax before or after meetings.
Are there nearby financial or related services close to Edward Jones office?
Yes, nearby services include H&R Block for accounting and tax services, Bitcoin Depot for currency exchange and ATMs, and other insurance agencies like Walter Mark and Insuring Iowa.
What languages are supported at Edward Jones - Financial Advisor Jon Lutz?