Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lisa Rodriguez, AAMS®
300 S County Farm Rd, Wheaton, IL
60187, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Rodriguez, AAMS®
What services does Edward Jones - Financial Advisor: Lisa Rodriguez, AAMS® offer?
Lisa Rodriguez offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Lisa Rodriguez as a financial advisor?
Her specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Lisa Rodriguez, AAMS® located?
The office is located at 300 S County Farm Rd, Suite H, Wheaton, IL 60187, USA.
How can I schedule an appointment with Lisa Rodriguez?
You can schedule an appointment online via the provided reservation URL on the Edward Jones website.
What are the office hours for Edward Jones - Financial Advisor: Lisa Rodriguez, AAMS®?
The office operates by appointment only Monday through Saturday.
What languages are spoken by Lisa Rodriguez's office?
Services are provided in English.
How can I contact Lisa Rodriguez via email or phone?
You can email her at lisa.m.rodriguez@edwardjones.com or call +1 630-871-0388.
What nearby places might be helpful when visiting Edward Jones in Wheaton?
Nearby insurance agencies like Skip Sorensen - State Farm Insurance Agent and Farmers Insurance - Gabriela Reyna can assist with related insurance needs.
Are there any legal services near Edward Jones - Financial Advisor: Lisa Rodriguez?
Yes, several nearby legal service providers include Lake & Earhart, Schaefers Law Group, and Law Offices of Robert C. Lake and Associates, which might be helpful for estate or financial legal consulting.
What medical or therapy centers are close to the Edward Jones office in Wheaton?
Nearby medical facilities include DuPage Medical Group - Physical & Occupational Therapy, Dupage Physical Therapy, and Chicago Pelvic Health and Wellness, which can be convenient if you seek health services before or after your financial consultation.