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.
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Edward Jones - Financial Advisor: Steve Lamis, CEPA®
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.
Where is Edward Jones - Financial Advisor: Steve Lamis located?
The office is located at 222 E Saint Paul St, Spring Valley, IL, 61362, USA.
How can I contact Edward Jones - Financial Advisor: Steve Lamis?
You can call them at +1 815-664-2014 or email steve.lamis@edwardjones.com.
Does Edward Jones - Financial Advisor: Steve Lamis support online reservations or appointments?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-lamis/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Steve Lamis?
English is spoken at this financial advisory service.
What nearby places of interest can I visit around Edward Jones - Financial Advisor: Steve Lamis?
Nearby you can find several restaurants such as Tamaleria Rosy and Vuelve A Mi Mexican Restaurant, perfect for grabbing a meal before or after your financial consultation.
Are there any nearby salons or spas close to Edward Jones - Financial Advisor: Steve Lamis?
Yes, Hj & Co. Salon and Glam Salon & Spa are close by for beauty and skin care services if you wish to pamper yourself during your visit.
Where can I grab a drink or unwind near Edward Jones - Financial Advisor: Steve Lamis?
Nearby bars and lounges include Jay’s Bullet Hole Saloon, Outhouse Saloon, and UNCLE Stewy's Cantina, ideal for relaxing after your meeting.
How does the location of Edward Jones - Financial Advisor: Steve Lamis help customers with financial management?
Located conveniently in Spring Valley, customers can combine visits to Edward Jones with shopping at Cosgrove Distributors or groceries at Ruiz Food Market, making efficient use of their time.