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: Lloyd Lee, CFP®|CEPA®
8049 N County Rd 600 W, McCordsville, IN
46055, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lloyd Lee, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Lloyd Lee offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Lloyd Lee located?
The office is located at 8049 N County Rd 600 W, Suite 102, McCordsville, IN 46055, USA.
What are the office hours for Edward Jones - Financial Advisor: Lloyd Lee?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Lloyd Lee?
You can reach them by phone at +1 317-773-6788 or email at lloyd.lee@edwardjones.com.
How do I schedule an appointment with Edward Jones - Financial Advisor: Lloyd Lee?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/lloyd-lee/contact/.
Is there a calculator available to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator available here: https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
What nearby businesses can I visit along with Edward Jones - Financial Advisor: Lloyd Lee?
Nearby, you can visit Accent Signs and Graphics for sign making services, and Maeven Skin Wellness for spa and beauty treatments, offering a convenient way to manage errands and self-care in one area.
Are there other financial advisors near Edward Jones - Financial Advisor: Lloyd Lee?
Yes, Edward Jones - Financial Advisor: Allen R Duros, AAMS® is located nearby offering similar financial services, which provides options for consultations in the vicinity.
What dining options are available near Edward Jones - Financial Advisor: Lloyd Lee?
Nearby dining includes Megumi Hibachi & Sushi for Japanese cuisine, Taco Bell for fast Mexican food, and Village Pantry which also offers convenience store goods and Italian food.
What languages are spoken at Edward Jones - Financial Advisor: Lloyd Lee?
The services are provided in English.