Edward Jones - Financial Advisor: Kelli R Wood, CFP®|ChFC®|AFFP®
5.04 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: Kelli R Wood, CFP®|ChFC®|AFFP®
120 N Main St, Anna, IL
62906, United States
Hours
Reviews
5.0
4 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star0
- MAMichele ArtemeJul 5, 20185.0Kelli and her office manager, Amy are so good at what they do. They make investing so easy. They go above and beyond for me and my family. I definitely recommend Kelli and Amy to anyone who wants patient and knowledgeable people on their investing team.
- RARachel Addison-MillerJun 1, 20185.0Kelli is awesome. She genuinely cares about your needs and your future. I trust her 100% with my finances and trust her judgement. Her BOA Amy provides amazing customer service. They are a GREAT team!
- MAMartin AuctionJan 17, 20185.0Kelli genuinely cares about her clients.
- GDGary DahmerOct 25, 20165.0Great to deal with very responsible and informative.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelli R Wood, CFP®|ChFC®|AFFP®
What services does Edward Jones - Financial Advisor: Kelli R Wood provide?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
What are the regular business hours for Edward Jones - Financial Advisor: Kelli R Wood?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
How can I book an appointment with Edward Jones - Financial Advisor: Kelli R Wood?
You can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kelli-wood/contact/.
Where is Edward Jones - Financial Advisor: Kelli R Wood located?
They are located at 120 N Main St, Anna, IL 62906, United States.
How can I contact Edward Jones - Financial Advisor: Kelli R Wood?
You can contact them by phone at +1 618-833-4685 or via email at kelli.wood@edwardjones.com.
Does Edward Jones offer any online or mobile app options?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help you manage your investments.
Are there any banks near Edward Jones - Financial Advisor in Anna, IL?
Yes, Anna State Bank is located nearby, which can be convenient if you need banking services alongside financial advising.
What nearby services can I use when visiting Edward Jones on Main Street?
Nearby services include Anna Post Office for mail, Swafford Pediatrics for medical needs, and local shops such as Whimsy Wingdings & Wares for gifts and flowers.
Are there local dining options near Edward Jones in Anna, IL?
Yes, Boswells Lounge and Dairy Queen Grill and Chill are nearby places where you can enjoy food and drinks before or after your visit.
Is there any child-related facility near Edward Jones - Financial Advisor?
Yes, Sunrise Preschool & Child Care is nearby if you have children and need childcare services while attending appointments.