Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Caitlin R McBee, AAMS®
119 N Fort Thomas Ave, Ft Thomas, KY
41075, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Caitlin R McBee, AAMS®
What services does Caitlin R McBee, AAMS® offer at Edward Jones?
Caitlin R McBee provides Financial Advising, Investment Management, Investment Funds, and acts as a Stock Broker.
Where is Edward Jones - Financial Advisor: Caitlin R McBee, AAMS® located?
The office is located at 119 N Fort Thomas Ave, Ft Thomas, KY 41075, United States.
How can I schedule an appointment with Caitlin R McBee, AAMS®?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/caitlin-mcbee/contact/.
What types of retirement accounts does Caitlin R McBee specialize in?
She specializes in 401(k) Rollovers, Roth IRA, SEP IRAs, and Traditional IRAs.
Does Edward Jones - Financial Advisor: Caitlin R McBee offer educational savings plans?
Yes, they offer 529 College Savings Plans as part of their specialties.
How can I contact Caitlin R McBee via email or phone?
You can email caitlin.mcbee@edwardjones.com or call +1 859-757-4348 for inquiries.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
What are some nearby places of interest around Edward Jones in Ft Thomas?
Nearby places include Fort Thomas Coffee for a quick coffee, The Hidden Chapter Bookstore for books and smoothies, and Coney Island park and restaurant for recreation and dining.
Are there any financial or real estate services near Edward Jones?
Yes, nearby financial and real estate services include Fifth Third Bank, David Rawlings Realty, WesBanco, and Weichert Realtors, which can complement your financial planning needs.
Can I visit the Fort Thomas Town Hall or Police Department near Edward Jones?
Yes, Fort Thomas Town Hall and the Fort Thomas Police Department are nearby and accessible for community services.