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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Location
Edward Jones - Financial Advisor: Lisa Beally, CFP®|AAMS®|CRPC™
Lisa Beally is knowledgeable and personable. She will guide you through every aspect of your retirement financial journey. You will be equipped with the information and resources needed to see that your goals are achievable.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Beally, CFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Lisa Beally offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
What are the office hours for Edward Jones - Financial Advisor: Lisa Beally?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are available by appointment only.
How can I make an appointment with Lisa Beally?
Appointments can be scheduled by contacting the office phone number +1 317-899-4764 or by using the online reservation link on their website.
Where is Edward Jones - Financial Advisor: Lisa Beally located?
The office is located at 7002 Graham Rd, Suite 110, Indianapolis, IN 46220, USA.
Is Edward Jones - Financial Advisor: Lisa Beally active on social media?
Yes, you can find them on Facebook at https://www.facebook.com/2157631891143479 and on Twitter with the handle @EdwardJones.
Are there apps available to access Edward Jones services on mobile devices?
Yes, Edward Jones has mobile apps available for both Android and iOS devices via the Google Play Store and the Apple App Store.
What nearby dining options are available around Edward Jones - Financial Advisor: Lisa Beally?
Nearby dining options include El Toro Bravo 71 st (Mexican restaurant), Roots Burger Bar (burger restaurant), G. T. South's Rib House (barbecue restaurant), Long Thanh Restaurant (Vietnamese and Chinese cuisine), McDonald's (fast food), Greek's Pizzeria (Italian restaurant), and GG's Bar and Grill (bar and grill).
What nearby wellness and counseling services are around Edward Jones?
Nearby wellness services include All About Therapeutic Massage (massage therapy and spas), CrossRoads Counseling, Nicole Burgess LMFT, Growth & New Horizons LLC, Charla Yearwood LCSW, Connected in Community, and Indy Child Therapist LLC offering a range of counseling and mental health support.
Are there financial or legal service providers near Edward Jones - Financial Advisor: Lisa Beally?
Yes, nearby services include Wheeler Law Firm LLC, Flood Family Law, Pinkus & Pinkus (legal services), Metzinger & Associates and Weaver & Sokol Insurance Agencies, Chase Mortgage, PNC bank, and Cole Lee A CPA for accounting and financial advising.
What makes Edward Jones - Financial Advisor: Lisa Beally a trusted financial advisor?
With a heritage dating back to 1922, Edward Jones provides tailored, face-to-face investment advice designed to fit individual client needs and help secure their financial future.