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.
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Edward Jones - Financial Advisor: Doug Lewis, CFP®|AAMS®
Been doing business with Doug and Michelle about 20 years. 20 years should say it all. Wouldn't go anywhere else. They are 2 of the best people, as well as smart, kind, really know their business. I would give them 10 stars.
EE
Evelyn
Jan 22, 2020
5.0
He and his staff are excellent.
JP
Joseph Paun
Dec 1, 2015
5.0
Doug Lewis is the best. I would be surprised to find anyone more knowledgeable about finances and investing out there. What is even more important is that he puts his clients needs first. I never feel as though I am being pushed into any decisions. He simply gives us options - including the risks and benefits and leaves the decisions up to my wife and I. He has helped us with our 401K, college savings, and life insurance. If you are looking for an honest Financial Advisor who puts his clients needs first ... I would highly recommend Doug Lewis.
Frequently Asked Questions About Edward Jones - Financial Advisor: Doug Lewis, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Doug Lewis provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Doug Lewis located?
The office is located at 2213 Main St, Ste 2C, Highland, IN 46322, USA.
How can I contact Edward Jones - Financial Advisor: Doug Lewis?
You can reach them by phone at +1 219-923-1482 or email douglas.lewis@edwardjones.com.
Does Edward Jones - Financial Advisor: Doug Lewis offer tools to help with retirement planning?
Yes, they offer a retirement savings calculator available online to help clients prepare for their financial future.
In which languages are the services at Edward Jones - Financial Advisor: Doug Lewis available?
Their services are provided in English.
Are there any mobile apps available for accessing Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms.
What types of investment products are offered by Edward Jones - Financial Advisor: Doug Lewis?
They offer services related to financial advising, investment management, funds investment, and stock & bond brokerage.
Who are some competitors of Edward Jones - Financial Advisor: Doug Lewis?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby medical professionals are close to Edward Jones - Financial Advisor: Doug Lewis?
Nearby medical professionals include Dr. Kevin Parikh (urologist), CarePointe Ear Nose Throat & Sinus, Dr. Bruce R. Yalowitz (urologist), Dr. Manoj Rao (urologist), and Dr. Ramesh Unni (urologist). Clients with medical appointments nearby might find convenient access to Edward Jones services.
Are there real estate professionals near Edward Jones - Financial Advisor: Doug Lewis?
Yes, there are several real estate agents and services nearby, including @properties, Gina Avila, Homes by Heather Bult Group, Bakari Vance, Maria Paredes, Carmen Ware Realtor, and others. This could be helpful for clients interested in real estate investment advice alongside their financial planning.
What other professional services are located near Edward Jones - Financial Advisor: Doug Lewis?
Near Edward Jones, you can find specialized healthcare providers, veterinarians like TPLO Chicago and Cardinal Campus, and other professionals like Comprehensive Prosthetics & Orthotics and MADE Dental Implant Center. These nearby services may be convenient for clients visiting the area.