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: Karissa Mooney, CFP®|AAMS®
1421 Union St, Lafayette, IN
47904, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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- CDChristina DevineJul 10, 20205.0Karissa and her team have been amazing to work with! They are extremely knowledgable and responsive to all of my needs as a young professional. As a CPA, I can refer to her with ultimate trust knowing they will be in great hands. Thank you for always going above and beyond for your clients!
Frequently Asked Questions About Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Karissa Mooney provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the office hours for Edward Jones - Financial Advisor: Karissa Mooney?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Karissa Mooney located?
The office is located at 1421 Union St, Lafayette, IN 47904, USA.
How can I schedule an appointment with Karissa Mooney?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/karissa-mooney/contact/.
Does Edward Jones provide any tools for retirement planning?
Yes, they offer a retirement savings calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported by Edward Jones - Financial Advisor: Karissa Mooney?
Services are provided in English.
How can I contact Edward Jones - Financial Advisor: Karissa Mooney by phone or email?
You can call +1 765-429-5289 or email karissa.mooney@edwardjones.com for inquiries.
What nearby financial services are close to Edward Jones - Financial Advisor: Karissa Mooney?
Nearby financial services include Farmers Insurance - Jenna Isch, Isch Insurance Agency, Jackson Hewitt Tax Service, H&R Block, and Purdue Federal Credit Union, which might offer complementary services such as insurance and tax assistance.
Are there any nearby healthcare facilities near Edward Jones - Financial Advisor: Karissa Mooney?
Yes, nearby healthcare providers include St. Elizabeth Hospice and Home Health Care, IU Health Arnett, Mather Vision Group, and Norman & Miller Eyecare, which may be convenient for your healthcare needs before or after your visit.
What local amenities can I find near Edward Jones at 1421 Union St in Lafayette?
Nearby amenities include Riehle's Neighborhood Bar and Grill for dining, Lincoln Center community center, and Rhyno's Gym for fitness, making it easy to combine errands, dining, or exercise with your visit.