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
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Edward Jones - Financial Advisor: Brendan C Lee, AAMS®
His the Best highly recommend others to see him
His Secretary makes you welcome just as he does
KN
kathleen nguyen
Jul 30, 2019
5.0
Brendan has been my financial advisor for 10 years and I'm very pleased with his expertise, knowledge and service. Highly recommend Brendan and Cindy.
BC
Bill Crabb
Jun 22, 2017
5.0
I may not be a big investor, but Brendan has always treated us like we were. He's always been very respectful and helpful. He's genuinely a nice guy who cares about you.
BA
Brian Ayres
Jun 17, 2017
5.0
Brendan has been my financial advisor for more than 10 years now. While being a professional and knowledgable in his field, he is also easy to speak with. He customizes my portfolio to a risk assessment that I'm comfortable with and there have been gains every year. I highly recommend Brendan to anyone.
BC
Brad Cartwright
Jun 16, 2017
5.0
Brendon has been my financial advisor going on 10 years. Very professional, knowledgeable and has helped me increase my portfolio substantially throughout the years. I would highly recommend him to anyone.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brendan C Lee, AAMS®
What services does Edward Jones - Financial Advisor: Brendan C Lee provide?
Edward Jones offers personalized investment services including retirement planning, education savings, stock & bond brokerage, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Brendan C Lee located?
The office is located at 1901 W 13th St North, Wichita, KS 67203, United States.
What are the business hours of Edward Jones - Financial Advisor: Brendan C Lee?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Brendan C Lee by phone or email?
You can reach the advisor at +1 316-264-2247 or via email at brendan.lee@edwardjones.com.
Does Edward Jones - Financial Advisor: Brendan C Lee offer online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available on their website to help you prepare for your future.
How can I schedule an appointment with Brendan C Lee at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brendan-lee/contact/.
Which competitors are similar to Edward Jones - Financial Advisor: Brendan C Lee?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any floral shops near Edward Jones - Financial Advisor: Brendan C Lee?
Yes, Laurie Anne's House of Flowers is nearby, which could be a great spot to pick up flowers for special occasions or gifts after your financial consultation.
What dining options are near Edward Jones - Financial Advisor: Brendan C Lee?
Barrel Boys BBQ, a barbecue and American restaurant, is nearby and could be a convenient place for a meal before or after your visit.
Are there any wellness or spa services near Edward Jones - Financial Advisor: Brendan C Lee?
Nearby wellness spots include Tallgrass Spa and Intuitive Touch LLC, offering spa and massage therapy services, perfect for relaxing before or after your appointment.