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
Bob has been an outstanding resource to our family's financial matters during the past few years, especially in regard to retirement funds, but with other timely and thorough investment advice as well. I highly recommend Bob and his staff with Edward Jones, Walkerton, Indiana.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bob Borlik
What services does Edward Jones - Financial Advisor: Bob Borlik provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Bob Borlik?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Sundays. It is available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Bob Borlik located?
The office is located at 119 N Main Street, North Liberty, Indiana, 46554, United States.
How can I contact Edward Jones - Financial Advisor: Bob Borlik?
You can reach them by phone at +1 574-505-6729 or alternate phone at +1 574-804-8025, and by email at bob.borlik@edwardjones.com.
Is it possible to schedule an appointment online with Bob Borlik?
Yes, appointments can be scheduled through their contact reservation page at https://www.edwardjones.com/us-en/financial-advisor/bob-borlik/contact/.
Does Edward Jones - Financial Advisor: Bob Borlik offer mobile apps for clients?
Yes, clients can access their services via the Edward Jones mobile app available on Android and iOS platforms.
Which competitors offer similar financial advisory services near Edward Jones - Financial Advisor: Bob Borlik?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all providing financial advisory and investment services.
What nearby dining options are available if I visit Edward Jones in North Liberty?
Nearby dining options include Creekside Café and Catering for coffee and smoothies, Subway for sandwiches, Country Taco for Mexican cuisine, Over The Top Bakery Cafe for baked goods and cafe items, and Mercedeze Rain Chocolates for ice cream.
What nearby financial and banking services can customers access around Edward Jones - Financial Advisor: Bob Borlik?
Customers can easily access First Source Bank, 1st Source Bank, and the North Liberty ATM for their banking needs close to Edward Jones' location.
Are there any local amenities nearby Edward Jones that could be useful to clients?
Yes, nearby amenities include North Liberty Police Department for safety, Tangles Hair Salon for beauty needs, and various floral and gift shops such as The Speckled Fox Flowers, Kaber Floral Company, and Fru-i-tion that clients might find convenient.