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: Marc D Beelman, CFA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Marc D Beelman, CFA®
What services does Edward Jones - Financial Advisor: Marc D Beelman, CFA® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Marc D Beelman, CFA® located?
The office is located at 4200 Somerset Drive, Suite 160, Prairie Village, KS 66208, USA.
What are the business hours of Edward Jones - Financial Advisor: Marc D Beelman, CFA®?
The office is open Monday through Friday from 9:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Marc D Beelman, CFA®?
You can reach them by phone at +1 913-642-7147 or email at marc.beelman@edwardjones.com.
Is there a way to schedule an appointment with Edward Jones - Financial Advisor: Marc D Beelman, CFA® online?
Yes, you can make a reservation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/marc-beelman/contact/.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby real estate agents could I consult with before or after visiting Edward Jones?
Nearby real estate agents include The Holmes Group- Epique Realty, Kansas City Realtor Emma Sammons, Amanda Berry from Thrive Real Estate KC, and Danielle Tyler, Realtor.
Are there insurance services close to Edward Jones - Financial Advisor: Marc D Beelman, CFA® for comprehensive financial planning?
Yes, nearby insurance agents include Greg Thurman - State Farm Insurance Agent and Giersch and Associates Insurance, which can complement your financial planning needs.
What local businesses near Edward Jones can help with property investment or management?
Nearby businesses specializing in real estate investment and property management are Jeffrey Nelson & Associates Real Estate and Warren Smith Real Estate.
What languages are spoken at Edward Jones - Financial Advisor: Marc D Beelman, CFA®?