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: Kelly Lopotko
What are the office hours for Edward Jones - Financial Advisor: Kelly Lopotko?
The office is open from Monday to Friday, 8:00 AM to 4:00 PM, and is closed on Sundays and Saturdays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Kelly Lopotko located?
The office is located at 823 North 4th Street, Chillicothe, IL 61523, USA.
What types of financial services does Kelly Lopotko offer at Edward Jones?
Services include personalized investment advice tailored to individual needs, such as retirement planning, education savings, and tax-efficient investment strategies.
How can I schedule an appointment with Kelly Lopotko?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-lopotko/contact/
Are there online apps available to manage investments with Edward Jones?
Yes, Edward Jones offers mobile apps: the iOS app can be downloaded at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098 and the Android app at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en.
Who are some local financial institutions near Edward Jones - Financial Advisor: Kelly Lopotko?
Nearby financial institutions include Better Banks, First National Bank of Chillicothe, South Side Trust & Savings Bank, Busey Bank, Chillicothe Community Bank, and Associated Bank.
Can customers easily access Edward Jones - Financial Advisor: Kelly Lopotko using local transportation options?
Yes, Big City Shuttles provides transportation services in the area, which can help you reach Edward Jones conveniently.
What local amenities are near Edward Jones that clients might enjoy?
Clients may enjoy visiting nearby spots like The Mill Chillicothe IL for antiques and thrift shopping, or relax at the Midwest Wellness Lounge spa after their appointment.
Does Edward Jones - Financial Advisor: Kelly Lopotko offer financial consulting in multiple languages?
The services are offered in English.
How can I contact Kelly Lopotko directly for financial advice?
You can contact Kelly Lopotko by phone at +1 309-274-5105 or via email at kelly.lopotko@edwardjones.com.