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: Patrick M Spence
811 Indiana Ave, La Porte, IN
46350, United States
Hours
Reviews
4.4
7 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star
1
- BTBecky TotzkeOct 13, 20235.0Thanks to Patrick's guidance, I've seen a noticeable improvement in my financial situation. It's such a relief to have someone I can trust with my money. If you're looking for a financial advisor who's not only knowledgeable but also genuinely cares about your financial well-being, Patrick is your guy. Thanks again for all your help, Patrick!
- KKkyle kozlowskiJun 2, 20225.0Great advisor, very prompt great service. Takes care of all my investments and kids investments.
- PCPatricia CoatesApr 18, 20225.0We moved all of our 529 college accounts to Edward Jones for our three children. Patrick Spence always helps us in a timely manner and manages their accounts very effectively. Definitely would recommend him to my co workers and friends.
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick M Spence
What are the regular business hours for Edward Jones - Financial Advisor: Patrick M Spence?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Sundays and normally on Saturdays except by appointment.
Can I schedule an appointment on a Saturday?
Yes, appointments are available by appointment only on Saturdays.
What types of financial services does Edward Jones provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations tailored to individual needs.
How can I contact Patrick M Spence at Edward Jones?
You can contact Patrick M Spence by phone at +1 574-586-7162 or by email at patrick.spence@edwardjones.com.
Where is Edward Jones - Financial Advisor: Patrick M Spence located?
The office is located at 811 Indiana Ave, La Porte, IN 46350, United States.
Can I book a consultation online with Patrick M Spence?
Yes, you can schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/patrick-spence/contact/
What nearby financial and professional services could be useful in conjunction with visiting Edward Jones?
Nearby you can find Nationwide Mutual Insurance Company, Phillips and Associates Financial, and National Property Inspections Michiana, which might complement your financial planning or property investment needs.
Are there any nearby places where I can relax or get beauty services before or after my appointment?
Yes, nearby beauty salons and spas such as Hair by Desiree, ModernGlow•Mackenzie, The Color Lounge, and Beautiful Nails offer a variety of beauty and spa services for relaxation.
What community services or recreational spots are near Edward Jones?
Near Edward Jones, you have access to places like La Porte County Public Library, Masonic Lodge, La Porte New Church, and Youth Service Bureau which provide community services, spiritual support, and recreational activities.
What online tools does Edward Jones offer to help with retirement planning?
Edward Jones offers a Retirement Savings Calculator available on their website to help you prepare for your future financially.