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
Extremely helpful, and very knowledgeable. Quick response, and totally up front with ya. Has a good sense of humor and easy to talk to. Been with him for a number of years and now that we are getting ready to go into total retirement. I'm super glad he is there to help us out.
BJ
Beverly Joyce
Jun 28, 2019
5.0
Trevin is a great financial consultant. Extremely knowledgeable, responsive and takes time and cares about your financial success.
Frequently Asked Questions About Edward Jones - Financial Advisor: Trevin T Poole
What are the regular business hours for Edward Jones - Financial Advisor: Trevin T Poole?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I schedule an appointment with the financial advisor Trevin T Poole?
You can schedule an appointment through the contact page on their website at https://www.edwardjones.com/us-en/financial-advisor/trevin-poole/contact/
What investment services does Edward Jones - Financial Advisor: Trevin T Poole offer?
They provide personalized services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client needs.
Is Edward Jones - Financial Advisor: Trevin T Poole available for consultations on weekends?
Consultations are available by appointment only on Saturdays, and the office is closed on Sundays.
What languages are supported at Edward Jones - Financial Advisor: Trevin T Poole?
Their services are offered in English.
How can I contact Edward Jones - Financial Advisor: Trevin T Poole by phone or email?
You can call the local phone number at +1 317-858-5823 or email trevin.poole@edwardjones.com for inquiries.
Are there any nearby places I can visit before or after my appointment at Edward Jones?
Yes, nearby you can visit the Boone County Historical Society for community and social services, or enjoy treats at Titus Bakery and Titus Pastry Shoppe.
What fitness options are near Edward Jones in Lebanon, IN?
Champion Gym is nearby, offering gym facilities and sports and fitness instruction, ideal for a workout before or after your financial consultation.
If I need automotive services near Edward Jones, which places are close by?
Nearby automotive service providers include O'Reilly Auto Parts for parts and accessories and Sagamore Auto Leasing and Sales for vehicle needs.
Can you suggest convenient shopping or dining options near Edward Jones?
You can visit Rubber Duckie Pool Supply for shopping needs, Village Pantry for convenience store and breakfast options, or Popeyes Louisiana Kitchen for chicken dining nearby.