Edward Jones - Financial Advisor: Ryne M Otis, ChFC®|CAP®|CLU®|WMCP®|RICP®|ABFP®|AAMS®|ADPA®|CRPC™|AWMA®|SE-AWMA®|CRPS™|CSRIC®
5.08 reviews
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: Ryne M Otis, ChFC®|CAP®|CLU®|WMCP®|RICP®|ABFP®|AAMS®|ADPA®|CRPC™|AWMA®|SE-AWMA®|CRPS™|CSRIC®
1301 S Baldwin Ave, Marion, IN
46953, United States
Hours
Reviews
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- DCDr. ColeJul 23, 20215.0I would highly recommend Ryne Otis to anyone as their family’s or business’s financial planner. Ryne has help our medical practice expand tremendously by bringing in highly sought medial professionals through meticulously formulated buy-in opportunities and exit strategies, specifically for our surgeons. Ryne has also been a true blessing to our family by helping with us with our personal financial planning. The more I’ve had the opportunity to know Ryne the more impressed I am at his knowledge of the financial industry as a whole. He is not like any other financial planner we have worked at in the past and his recommendations are always made with a servant heart by putting his clients best interests first. I recommend Ryne to any business or family who wants to grow and preserve wealth.
- MGMHS GiantJun 29, 20215.0I can't say enough about how Ryne has managed my wife & I's finances. Our accounts have grown wonderfully under his direction. He and his office staff are always responsive to our questions and direction we want our funds to go. He is a good Christian family man and a person who will watch over your accounts.
- ALAaron LehmanJun 19, 20215.0I was referred to Ryne Otis several years ago. Upon first meeting Ryne, I knew I had found someone in whom I could trust my investments. Ryne's suggestions are always made in good faith and it is evident that Ryne has a strong acumen for the financial world and all it entails. I highly recommend Ryne for anyone who is looking for an advisor that can be trusted to help preserve and grow one's investments.
- MMMichelleJun 16, 20215.0Ryne Otis has the background, knowledge, and degrees to show his highly articulate and detailed work in his financial planning for business owners and non-profits. Ryne has help me, and many other business owners we work with; regarding multiple giving strategies with non-profits. He takes the most complex situations and simplifies them in a way we can understand and relate. He knows the tax codes just as well (if not better) than our CPAs, when it comes to philanthropic planning strategies. We’ve learned so much regarding private foundations and other ways larger business can save money. He is always continuing to learn, grow, and adapting to the new tax laws, estate laws, and retirement changes. For any business owner or non-profit, I highly recommended Ryne!
Frequently Asked Questions About Edward Jones - Financial Advisor: Ryne M Otis, ChFC®|CAP®|CLU®|WMCP®|RICP®|ABFP®|AAMS®|ADPA®|CRPC™|AWMA®|SE-AWMA®|CRPS™|CSRIC®
What are the regular business hours for Edward Jones - Financial Advisor Ryne M Otis?
Edward Jones - Financial Advisor Ryne M Otis is open Monday through Thursday from 7:30 AM to 4:30 PM and Friday from 9:00 AM to 4:00 PM, with Friday appointments available by appointment only. The office is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor Ryne M Otis located?
The office is located at 1301 S Baldwin Ave, Suite 106, Marion, IN 46953, USA.
What types of financial services does Edward Jones offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client goals.
How can I make an appointment with Edward Jones - Financial Advisor Ryne M Otis?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/ryne-otis/contact/ or contact them by phone at +1 765-662-3929.
Is there a way to manage or check my investments via a mobile app?
Yes, Edward Jones offers mobile apps for both Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively.
What languages are spoken at the Edward Jones office in Marion, IN?
The Edward Jones office primarily serves clients in English.
Are there any nearby places where I can send or receive packages when visiting Edward Jones?
Yes, The UPS Store and Box Express are nearby shipping centers where you can send or receive packages conveniently when visiting Edward Jones at 1301 S Baldwin Ave.
What dining options are available near Edward Jones at 1301 S Baldwin Ave?
Near Edward Jones, you can find Dairy Queen, Wendy's, and Wings Etc, offering a variety of fast food, ice cream, and bar options to enjoy before or after your financial consultation.
Are there places nearby where I can shop for clothing or gifts?
Yes, nearby places include Louies Tux Shop for men's clothing and bridal wear, and Webb's Hallmark Shop for gifts and stationery, providing convenient shopping options near Edward Jones.
Can I visit any community or recreational centers close to Edward Jones?
The Clarence Faulkner Community Center is located nearby and offers community events and sports facilities that might be of interest when visiting the Edward Jones office.