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: Patty Finley, AAMS®
1007 Church St, Evanston, IL
60201, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
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1 star0
- ACAngelica ChayesApr 11, 20195.0Patty is a smart, thoughtful, highly capable advisor. Recommend her whole heartedly!
Frequently Asked Questions About Edward Jones - Financial Advisor: Patty Finley, AAMS®
What services does Edward Jones - Financial Advisor: Patty Finley provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Patty Finley located?
The office is located at 1007 Church St, Suite 300, Evanston, IL 60201, USA.
What are the office hours for Edward Jones - Financial Advisor: Patty Finley?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Patty Finley?
You can reach them by phone at +1 847-328-7853 or email patty.finley@edwardjones.com.
Is there an option to schedule an appointment online with Patty Finley?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/patty-finley/contact/.
Does Edward Jones - Financial Advisor: Patty Finley offer any retirement planning tools online?
Yes, they provide a retirement savings calculator available online to help plan for your financial future.
Which nearby medical facilities could clients visit if they have health concerns before meeting with the advisor?
Clients can visit NorthShore Medical Group, NorthShore University HealthSystem Medical Group Office, or clinics like those of Dr. Mariamou Sims, Dr. Jini Han, and Dr. Emily Andrew, all located near the office.
What nearby dining options are available for clients visiting the Edward Jones office?
Nearby dining options include Kerrygold USA (restaurant and beer bar), Irish Dairy Board, Thai Sookdee, That Little Mexican Cafe, and The Barn Steakhouse, providing diverse cuisine choices.
Are there community or business organizations nearby that clients might find useful?
Yes, the Evanston Chamber of Commerce nearby can be a resource for local business and community engagement.
What are some of the main financial services and specialties offered at Edward Jones with Patty Finley?
Specialties include stocks and bonds management, financial advising, and personalized investment management tailored to individual client goals.