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: Holly J Herkert, CFP®
2925 S Meadowbrook Rd, Springfield, IL
62711, United States
Hours
Reviews
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- DKDonna KemptonAug 13, 20255.0Holly is incredibly kind, genuine, and always takes the time to listen and understand my financial goals. Whether it's long-term planning or short-term budgeting, she's been consistently helpful and clear in her guidance. What stands out most is how approachable she is—there’s never any pressure or confusion. I always leave our meetings feeling more confident and informed. It’s clear that she genuinely cares about her clients and their success.
- MPMarina PowellOct 23, 20245.0Holly is wonderful and easily reachable. She is knowledgeable .
- AGAllison GaneyJun 29, 20235.0Holly is an angel! I've worked with her for several years now, and she's never let me down. She makes talking about finances feel so approachable, and I trust her with my money far more than I trust myself. I couldn't recommend her more!
- JYJ YSep 16, 20212.0Not in the office. Went there twice no one in the office . They acted like they wasn’t working from home. I guess they are working from somewhere.
Frequently Asked Questions About Edward Jones - Financial Advisor: Holly J Herkert, CFP®
What services does Edward Jones - Financial Advisor: Holly J Herkert, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Holly J Herkert, CFP®?
They are open Monday to Friday from 8:00 AM to 4:30 PM and closed on Sundays. Saturdays are by appointment only.
How can I book an appointment with Holly J Herkert?
Appointments can be booked by visiting the contact page on their website: https://www.edwardjones.com/us-en/financial-advisor/holly-herkert/contact/
Where is Edward Jones - Financial Advisor: Holly J Herkert located?
Their office is located at 2925 S Meadowbrook Rd, Suite C, Springfield, IL 62711, USA.
What is the best way to contact Edward Jones - Financial Advisor: Holly J Herkert?
You can reach them by phone at +1 217-698-9655 or via email at holly.herkert@edwardjones.com.
Does Edward Jones - Financial Advisor: Holly J Herkert have a mobile app for clients?
Yes, their mobile app is available on both Android and iOS platforms.
Are there any insurance agencies near Edward Jones - Financial Advisor: Holly J Herkert's office?
Yes, nearby insurance agencies include Farmers Insurance - Ryan Kelly, Christina Yoc (auto insurance), and Farmers Insurance - Matt Hamilton.
Which dining options are available near Edward Jones - Financial Advisor: Holly J Herkert?
Nearby dining options include Papa Frank's (Italian pizza restaurant), Roots Latin Grill (Latin American cuisine and bar), and Socavon (bar and cocktail bar).
Are there any wellness or therapy services near Edward Jones - Financial Advisor: Holly J Herkert?
Yes, nearby wellness services include Keldermans Therapy Services (physical, occupational, and speech therapy), Healing Pathways Therapy & EMDR (mental health counseling), and Heartland Naprapathic Center (chiropractic and holistic care).
What can a customer do if they need a rental car near Edward Jones - Financial Advisor: Holly J Herkert?
Enterprise Rent-A-Car is a nearby car rental agency convenient for customers needing transportation during their visit.