Edward Jones - Financial Advisor: Steve Lamis, CEPA®

5.0
3 reviews

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: Steve Lamis, CEPA®
222 E Saint Paul St, Spring Valley, IL
61362, United States

Hours

Reviews

5.0
3 reviews
5 stars
3
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • MW
    Michelle White
    Jul 16, 2024
    5.0
    I’m so happy & confident knowing that my investment needs are in great hands with Steve! Every experience with him and his amazing team proves to be professional and friendly. I know that he listens, earnestly evaluates, provides a wealth of information on strategies and handles all transactions with impeccable integrity. I highly recommend Steve as a key advisor to assist in meeting your financial goals.
  • KK
    Kelly Konicek
    Jul 10, 2024
    5.0
    I have been working with Steve for several months and am very happy with his services. He was very helpful in understanding my financial and life goals. We were able to create a plan for me that is customized for my wants and needs. I highly recommend Steve for financial planning services.

Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Lamis, CEPA®

What services does Edward Jones - Financial Advisor: Steve Lamis offer?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Steve Lamis?

The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 3:00 PM, and is closed on Sundays and Saturdays, except by appointment on Saturdays.