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: Keith J Dater, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Keith J Dater, CFP®
What services does Edward Jones - Financial Advisor: Keith J Dater, CFP® provide?
The advisor offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Keith J Dater, CFP® located?
The office is located at 716 N 119th St W, Suite 124, Wichita, KS 67235, US.
What are the business hours of Edward Jones - Financial Advisor: Keith J Dater, CFP®?
The office is open Monday to Friday from 8:00 AM to 5:00 PM, and is closed on Sundays and Saturdays except by appointment only on Saturdays.
How can I contact Edward Jones - Financial Advisor: Keith J Dater, CFP®?
You can contact them by phone at +1 316-722-4858 or via email at keith.dater@edwardjones.com.
Is there an option to schedule an appointment online with Edward Jones - Financial Advisor: Keith J Dater, CFP®?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/keith-dater/contact/
Do they offer mobile apps for managing investments or accessing services?
Yes, Edward Jones provides mobile apps for both Android and iOS devices for client use.
Which competitors are tracked for ranking purposes alongside Edward Jones - Financial Advisor: Keith J Dater, CFP®?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any counseling or mental health centers near Edward Jones - Financial Advisor: Keith J Dater, CFP®?
Yes, nearby centers include The Willow Tree Relationship Center, Ast Deborah, Hope and Heart, and Four Branches Therapy and Wellness, which clients may visit before or after financial consultations.
What beauty and spa services are available near Edward Jones - Financial Advisor: Keith J Dater, CFP®?
Nearby beauty and spa locations include Unwind Mind and Body LLC, Studio 104-Elizabeth, All In the Cut, and The Honey House of Hair, providing options for relaxation after meetings.
Are there any convenient places close to Edward Jones - Financial Advisor: Keith J Dater, CFP® for clients needing insurance services?
Yes, nearby insurance agencies include Farmers Insurance - Rito Mora, American Family Insurance, and Shon L. Chapman Agency American Family Insurance, which clients might find useful for consultation or policy needs.