Edward Jones - Financial Advisor: Kim J Stevenson, CFP®|ChFC®|CLU®
1.01 review
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: Kim J Stevenson, CFP®|ChFC®|CLU®
5540 S East Street, Indianapolis, IN
46227, United States
Reviews
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- AEAngie EglerJun 25, 20251.0We didn’t realize how much better care we could receive until we changed advisors. We were very unhappy with the service we received, and found a broker who helped us find the right products for our family’s needs, and not necessarily the ones that made the most money for the broker.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kim J Stevenson, CFP®|ChFC®|CLU®
What types of financial services does Edward Jones - Financial Advisor: Kim J Stevenson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Kim J Stevenson located?
The office is located at 5540 S East Street, Suite 108, Indianapolis, IN 46227, USA.
How can I contact Kim J Stevenson from Edward Jones?
You can reach Kim J Stevenson by phone at +1 317-882-1787 or via email at kim.stevenson@edwardjones.com.
Can I book a consultation appointment online?
Yes, appointments can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/kim-stevenson/contact/
Does Edward Jones - Financial Advisor: Kim J Stevenson offer mobile apps for easy access?
Yes, Edward Jones offers mobile apps available on both Android and iOS devices for managing investments and financial services.
What languages are spoken at Edward Jones - Financial Advisor: Kim J Stevenson?
Services are provided in English.
Which nearby financial advisor could complement a visit to Edward Jones - Financial Advisor: Kim J Stevenson?
Edward Jones - Financial Advisor: Ryan Yocum is a nearby financial service that clients might consider for additional investment advice.
Are there convenient medical services nearby Edward Jones - Financial Advisor: Kim J Stevenson?
Yes, nearby medical facilities include IU Health Physicians Dermatology, IU Health @ Epler Park pharmacy, and WindRose Health Network Epler Park hospital, useful for clients needing healthcare before or after their financial visits.
Where can I find convenient pharmacies near Edward Jones - Financial Advisor: Kim J Stevenson?
Walgreens pharmacy, located nearby, provides convenient access to medications and wellness products for clients in the area.
What other financial services competitors are recognized near Edward Jones - Financial Advisor: Kim J Stevenson?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, providing clients with various options for financial management.