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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I’ve known Colleen and her family for over twenty years. When I first sought out a financial advisor to help me with my savings, investment, and retirement goals, I was nervous about going to someone I consider a close friend. Colleen quickly put me at ease with her professionalism and expertise. She’s able to break down complicated investment strategies into easy-to-understand information. I work in healthcare and my income is middle-class, so it’s never occurred to me that I would be able to actually invest and earn a passive income; I always assumed this was something only the wealthy do. Not so. Colleen educated me on various stock options and helped me convert my savings into realistic goals: short-term- buying a home, and long-term- retiring comfortably. I highly recommend her for anyone no matter you’re at in life, whether just starting your career or looking to retire, and anything in between.
Frequently Asked Questions About Edward Jones - Financial Advisor: Colleen K McGee
What services does Edward Jones - Financial Advisor: Colleen K McGee offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Colleen K McGee?
The office is open Monday to Thursday from 8 AM to 5 PM, Friday from 8 AM to 4 PM, and closed on weekends except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Colleen K McGee?
You can reach them via phone at +1 316-681-8001 or email at colleen.mcgee@edwardjones.com.
Where is Edward Jones - Financial Advisor: Colleen K McGee located?
The office is located at 9415 E Harry St, Ste 104, Wichita, KS 67207, USA.
Does Edward Jones offer any online tools for financial planning?
Yes, they feature a Retirement Savings Calculator available on their website for clients to assess retirement readiness.
Is it possible to schedule an appointment online with Colleen K McGee?
Yes, you can make reservations and schedule appointments through their online contact page.
What languages are spoken at Edward Jones - Financial Advisor: Colleen K McGee?
Services are offered in English.
What nearby financial advisors are close to Edward Jones - Financial Advisor: Colleen K McGee?
Nearby financial advisors include Brandon M. Giefer, MBA - First Command Financial Advisor and First Command Financial Advisor - Matthew Moore, which provides multiple options for financial services in the area.
What healthcare options are near Edward Jones - Financial Advisor: Colleen K McGee?
Nearby healthcare services include Grace Home Care Services, Absolute Home Health Care, and Med-Ped Clinic of Wichita, offering clients convenient access to medical and health-related support.
Are there any useful nearby amenities when visiting Edward Jones - Financial Advisor: Colleen K McGee?
Yes, Walgreens pharmacy and the LibertyX Bitcoin ATM are nearby, providing convenience for errands before or after your financial consultation.