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.
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Edward Jones - Financial Advisor: David R Kauffman, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: David R Kauffman, CFP®
What services does Edward Jones - Financial Advisor: David R Kauffman, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies designed to fit individual client needs.
What are the office hours for Edward Jones - Financial Advisor: David R Kauffman, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: David R Kauffman, CFP® located?
The office is located at 253 W Market St, Suite A, Nappanee, IN 46550, United States.
How can I contact Edward Jones - Financial Advisor: David R Kauffman, CFP®?
You can call the main phone number at +1 574-701-2247 or email david.kauffman@edwardjones.com.
Does Edward Jones - Financial Advisor: David R Kauffman offer online appointment scheduling?
Yes, appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/david-kauffman/contact/
Which languages are spoken at the Edward Jones - Financial Advisor: David R Kauffman office?
They provide services in English.
Are there any financial services competitors near Edward Jones - Financial Advisor: David R Kauffman?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which offer a variety of investment and financial advisory services.
What nearby places can I visit before or after my appointment at Edward Jones - Financial Advisor: David R Kauffman?
You can explore the Nappanee Arts Center for art exhibits, grab a meal at Panthers Pizza for Italian food, or visit the nearby Quilt Garden for outdoor enjoyment.
Is there a nearby bank or ATM when visiting Edward Jones - Financial Advisor: David R Kauffman?
Yes, Lake City Bank and Chase ATM are located nearby, which can be convenient for your banking needs.
Can I find other financial services near Edward Jones - Financial Advisor: David R Kauffman?
Yes, nearby financial services include Edward Jones offices for other advisors, Korhorn Financial Group, and H&R Block for tax services.