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: Patricia Z Caliendo
635 South Earl Avenue, Lafayette, IN
47904, United States
Reviews
3.0
2 reviews
5 stars
1
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3 stars0
2 stars0
1 star
1
- NRNancy RegaladoNov 19, 20211.0I was looking for a professional broker and saw her contact information on Google. I decided to call her on 11/18/21 at 3:47pm and I left her a voicemail and she has not returned my call.
- ADAlan DowningJun 4, 20195.0We've been with Patricia Caliendo for more years than I can remember. She has always given us great advice, meets with us a few times a year for 'reviews' and 'suggestions', and has helped us to successfully prepare for retirement. If you need a Financial Advisor, you won't do any better than reaching out to Patricia.
Frequently Asked Questions About Edward Jones - Financial Advisor: Patricia Z Caliendo
What services does Edward Jones - Financial Advisor: Patricia Z Caliendo offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Patricia Z Caliendo located?
The office is located at 635 South Earl Avenue, Suite D, Lafayette, IN 47904, USA.
How can I contact Patricia Z Caliendo's office?
You can call them at +1 765-447-4744 or email patricia.caliendo@edwardjones.com.
Can I book an appointment with Patricia Z Caliendo online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/patricia-caliendo/contact/.
Does Edward Jones - Financial Advisor: Patricia Z Caliendo offer mobile apps?
Yes, they have mobile apps available for Android and iOS devices to help you manage your investments on the go.
What languages are supported by Patricia Z Caliendo's financial advisory services?
Services are provided in English.
What nearby financial services are available near Edward Jones - Patricia Z Caliendo's office?
Nearby financial services include other Edward Jones advisors like Sandra M Duley, AAMS®, Jennifer L Flenz, and mortgage brokers such as American Mortgage - Lafayette Indiana.
What local businesses near Edward Jones - Patricia Z Caliendo could I visit after my appointment?
You might visit Champs Sports Bar or Rockstar Karaoke nearby for food and entertainment after your financial consultation.
Are there any nearby legal or estate planning services if I need professional advice?
Yes, nearby legal and estate planning services include Hodson Law Office and Rice & Rice for your professional legal and estate planning needs.
What types of financial products does Patricia Z Caliendo specialize in?
She specializes in stocks and bonds, investment management, and providing financial advisory services.