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: Erik W Roe, CFP®
25 Executive Drive, Lafayette, IN
47905, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Erik W Roe, CFP®
What types of financial services does Edward Jones - Financial Advisor: Erik W Roe, CFP® offer?
They provide personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management tailored to individual client goals.
What are the office hours of Edward Jones - Financial Advisor: Erik W Roe, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Erik W Roe, CFP® located?
The office is located at 25 Executive Drive, Suite E, Lafayette, IN 47905, USA.
How can I schedule a consultation with Erik W Roe at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/erik-roe/contact/ or by calling +1 765-449-8110.
Is there a mobile app for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS devices available through Google Play and the Apple App Store respectively.
What languages are supported by Erik W Roe's financial advisory services?
Services are provided in English.
How can I contact Erik W Roe via email or social media?
You can email Erik Roe at erik.roe@edwardjones.com or visit the Facebook page at https://www.facebook.com/1120689087964306. Their Twitter handle is @EdwardJones.
Which nearby financial advisory and staffing services are close to Edward Jones in Lafayette?
Nearby financial-related services include Christy Robertson - Thrivent for investing and wills; Erica Quirk - Senior Loan Officer at CMG Home Loans; Cindy Ringer - Thrivent; Landmark Financial Services; and staffing agencies like Olsten Staffing Service and Morales Group, Inc. Staffing.
What nearby places can help customers combine their visit to Edward Jones with other services or shopping?
Customers can visit Spacibo European Grocery Store for deli and groceries or Agday which offers printing services and a bar. Additionally, there are professional services like New Image Creative Group for graphic and web design nearby.
Are there medical or insurance services near Edward Jones - Financial Advisor: Erik W Roe?
Yes, nearby are Lake Dermatology Inc and Quest Diagnostics for health services, as well as multiple insurance agencies including RLee Insurance Solutions, Flores McManus Insurance Agency, and Riley Insurance Services.