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: Kaylee M Phalon, CFP®|AAMS®
445 Jackson Ave, Naperville, IL
60540, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kaylee M Phalon, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Kaylee M Phalon, CFP®|AAMS® offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
Where is Edward Jones - Financial Advisor: Kaylee M Phalon located?
The office is located at 445 Jackson Ave, Suite 101, Naperville, IL 60540, USA.
What are the business hours for Edward Jones - Financial Advisor: Kaylee M Phalon?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
How can I schedule an appointment with Kaylee M Phalon at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kaylee-phalon/contact/.
What languages are spoken at this Edward Jones office?
English is the language spoken at this office.
Is there an app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms.
How can I contact Kaylee M Phalon via email or phone?
You can email her at kaylee.phalon@edwardjones.com or call at +1 630-637-0265.
What nearby medical and wellness services are close to Edward Jones in Naperville?
Nearby wellness services include Banks Therapy for Anxiety Depression and Stress, McDougald and Associates Counseling, LifeSculpt Medical Spa, In Touch Therapeutic Massage, and Naperville Rehab and Medical.
What recreational spots can I visit near Edward Jones in Naperville before or after my appointment?
You can visit Centennial Beach, Centennial Park, Joseph Naper Homestead Park and Statue, Riverwalk Park Tree Marker, and Naperville Park District for outdoor activities and attractions.
Are there convenient local businesses near Edward Jones that could help in case of home or office needs?
Yes, nearby local businesses include Easy Call Plumbing for plumbing services, Benchmark Windows for window installations, and FBC Remodel for interior design needs.