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: Brian D Helm, AAMS®
6287 Taylorsville Rd, Fisherville, KY
40023, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Brian D Helm, AAMS®
What services does Edward Jones - Financial Advisor: Brian D Helm, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Brian D Helm, AAMS®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and by appointment only on Saturdays. It is closed on Sundays.
Where is Edward Jones - Financial Advisor: Brian D Helm, AAMS® located?
The office is located at 6287 Taylorsville Rd, Suite 202, Fisherville, KY 40023, USA.
How can I contact Edward Jones - Financial Advisor: Brian D Helm, AAMS®?
You can reach them by phone at +1 502-477-0900 or via email at brian.helm@edwardjones.com.
Does Edward Jones - Financial Advisor: Brian D Helm, AAMS® have an online presence?
Yes, they have a LinkedIn profile and a Facebook page, and their website provides additional resources and contact information.
Are there any apps available from Edward Jones for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help you manage your investments.
Is there a tool to help me assess my retirement readiness through Edward Jones?
Yes, Edward Jones provides a retirement savings calculator to help you prepare for your future.
What nearby businesses could I visit before or after my appointment at Edward Jones - Financial Advisor: Brian D Helm, AAMS®?
You can visit Revival Coffee Company for coffee and bakery items, The Yellow Rhino Pub for drinks, or Elite Family Dental for dental care.
Are there local services near Edward Jones that complement financial planning?
Yes, nearby you can find TruePoint Insurance for auto insurance, Weichert Realtors for real estate services, and Spencer County Chiropractic for health and wellness.
What other amenities are available close to Edward Jones for convenience or leisure?
Nearby amenities include Elmar's Food Mart for groceries, Midnight West Boutique for furniture, and Personal Best for fitness and personal training.