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: Kelly A Tate, CFP®|ChFC®|CLU®
7400 College Blvd, Overland Park, KS
66210, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly A Tate, CFP®|ChFC®|CLU®
What services does Edward Jones - Financial Advisor: Kelly A Tate provide?
They provide personalized investment services, including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Kelly A Tate located?
The office is located at 7400 College Blvd, Suite 360, Overland Park, KS 66210, US.
What are the regular business hours for this Edward Jones office?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and is closed on weekends except by appointment on Saturdays.
How can I schedule an appointment with Kelly A Tate?
Appointments can be scheduled via the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-tate/contact/.
Is Edward Jones - Financial Advisor: Kelly A Tate available on Saturdays?
Yes, but only by appointment on Saturdays.
What languages are spoken at this Edward Jones office?
English is the primary language spoken at the office.
How can I contact Kelly A Tate by phone or email?
You can reach Kelly A Tate by phone at +1 913-283-9804 or by email at kelly.tate@edwardjones.com.
Are there other financial advisors near this Edward Jones office?
Yes, other nearby financial advisors include Edward Jones - Financial Advisor: Jim Easley, Matt Green - Thrivent, Christopher Smiley, and Hudson Planning Services.
What nearby places can I visit for banking services around this Edward Jones office?
Nearby banking services include Core Bank and Hawthorn Bank, convenient for handling your banking needs before or after your financial planning visit.
Are there any nearby shopping or dining options near Edward Jones - Financial Advisor: Kelly A Tate?
Yes, Lighton Plaza offers shopping and dining options, including Bloom Baking Company Lighton Plaza, a bakery and sandwich shop.