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: Julia Bartak, CFP®
4200 Somerset Drive, Prairie Village, KS
66208, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Julia Bartak, CFP®
Who is Julia Bartak at Edward Jones?
Julia Bartak is a Certified Financial Planner and financial advisor at Edward Jones providing personalized investment services.
What financial services does Edward Jones offer through Julia Bartak?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Julia Bartak located?
The office is located at 4200 Somerset Drive, Suite 227, Prairie Village, KS 66208, USA.
How can I contact Julia Bartak at Edward Jones?
You can call at +1 913-236-4433 or email at julia.bartak@edwardjones.com to reach Julia Bartak.
Does Edward Jones provide an online presence or app to manage investments?
Yes, Edward Jones offers apps for Android and iOS devices and maintains a website with resources and contact information.
What languages does Julia Bartak and her team speak?
They provide services in English.
How can I schedule a consultation with Julia Bartak?
You can schedule a consultation via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/julia-bartak/contact/.
What nearby real estate services are available around Edward Jones in Prairie Village?
Nearby real estate services include agents and agencies such as Michael Hagen, Kansas City Realtor Emma Sammons, The Holmes Group - Epique Realty, and Amanda Berry with Thrive Real Estate KC.
Are there nearby insurance agencies near Edward Jones' office that customers might consider?
Yes, customers can find nearby insurance agencies including Greg Thurman - State Farm Insurance Agent, Giersch and Associates Insurance, and Evoke Insurance LLC.
What other financial or legal services can I find near Edward Jones in Prairie Village?
Nearby are professional services such as Petrovic Financial Services for financial advising, Zellmer Law Firm for estate planning law, and Funeral Advocates offering funeral services and legal advice.