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: Curtis P Mallery
4310 Saratoga Pkwy, Plainfield, IN
46168, United States
Hours
Reviews
5.0
2 reviews
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- BKBrecken KennedyFeb 26, 20205.0Curtis has worked with me for the past couple years on building my financial portfolio. He has always been top notch and always working to do more for you. I would highly recommend him to anyone. Thanks Curt for all of your hard work and Im looking forward to the future because of you!
- ETEthan TurnerJan 27, 20205.0Curtis takes the time and energy necessary for our financial planning. I have always been impressed by the genuine reliability and knowledge he provides when it comes to our retirement planning and our daughter college savings.
Frequently Asked Questions About Edward Jones - Financial Advisor: Curtis P Mallery
What financial services does Edward Jones - Financial Advisor: Curtis P Mallery offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
What are the office hours of Edward Jones - Financial Advisor: Curtis P Mallery?
Open Monday to Friday from 8:00 AM to 4:30 PM, closed on Saturdays and Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Curtis P Mallery located?
The office is located at 4310 Saratoga Pkwy, Suite 200, Plainfield, IN 46168, USA.
How can I contact Curtis P Mallery at Edward Jones?
You can call +1 317-838-0870 or email curtis.mallery@edwardjones.com for inquiries or to schedule an appointment.
Does Edward Jones - Financial Advisor: Curtis P Mallery have an online appointment booking option?
Yes, appointments can be made online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/curtis-mallery/contact/.
Are there any apps to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android via Google Play and on iOS via the Apple App Store.
What should I know about data privacy at Edward Jones?
Edward Jones uses and protects client data according to their Privacy and Security policy available at https://www.edwardjones.com/us-en/privacy.
What nearby dining options are available close to Edward Jones - Financial Advisor: Curtis P Mallery?
Customers can visit nearby restaurants such as Fox's Pizza Den, Amici's Pizzeria, China Wok, Donatos Plainfield, or Subway for a convenient meal before or after their visit.
Are there any fitness centers near the Edward Jones office?
Yes, Anytime Fitness is nearby, providing convenient options for clients who wish to combine their financial appointment with fitness activities.
What financial services or banking options are located near Edward Jones?
Nearby financial services include Equity Financial Services, another Edward Jones office (John Penola), BMO Harris Bank, BMO Bank N.A Branches, and Home Bank, which clients may find useful for banking needs complementary to investment services.