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: Jeff Antle, CFP®|CRPC™
103 Windsor Path, Georgetown, KY
40324, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
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1 star0
- LTLori TaylorMay 5, 20205.0Jeff patiently listened to our financial goals, helped us decide priorities that were important to us, guided us through the process, and continues to provide guidance, advice, and monitoring attention and action when needed. He’s a stellar guy both professionally and personally and works with his staff to see to his clients’ needs.
- AHArthur HubbardJan 3, 20195.0Jeff with Edward Jones was my choice when I left my state university job 403b retirement with the plan to roll it into my own 401k retirement plan for my start up business. It was a smooth transition for the roll over and the start of the 401k plan for the new company. I'm able to offer the 401k to my employees as part of a benefits package with helps retain good employees. Jeff and his team made it seamless and so easy for me. He also follows up with me to make sure the investments are going as expected. Great choice for your future!
- RBRoss BowenNov 28, 20185.0Jeff and his staff are great to work with. Very knowledgeable about retirement and insurance. I came in and met with Jeff about life insurance and the experience was great!
- BMBruce MaplesApr 22, 20165.0Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Jeff takes a very conversational approach to develop specific strategies to help you achieve your goals. He also monitors your progress to help make sure you stay on track or to determine if any adjustments need to be made. Throughout it all, he's provides you with top-notch client service. I highly recommend Jeff Antle for all your Financial Planning needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™
What are the regular office hours for Edward Jones - Financial Advisor: Jeff Antle, CFP®|CRPC™ in Georgetown, KY?
The office is open Monday to Friday from 8:30 AM to 5:00 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
Can I schedule an appointment on Saturdays at Jeff Antle's Edward Jones office?
Yes, appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor Jeff Antle located?
The office is located at 103 Windsor Path, Suite 6, Georgetown, KY 40324, USA.
What types of financial services does Jeff Antle provide at Edward Jones?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management.
How can I contact Jeff Antle's Edward Jones office?
You can call the office at +1 502-863-3368 or email at jeff.antle@edwardjones.com.
Does Edward Jones offer any online tools for retirement planning?
Yes, they provide a retirement savings calculator available on their website to help clients prepare for their future.
Are there any medical facilities near Edward Jones in Georgetown that clients might find useful?
Yes, nearby medical facilities include Bluegrass Orthopaedics, Central Kentucky Orthopaedics, and several orthopedic doctors like Owen McGonigle, MD and Wallace Huff Jr MD, which could be useful if medical consultations are needed before or after financial appointments.
What dining options are available near Edward Jones in Georgetown for clients looking to grab a meal?
Nearby dining includes Papa John's Pizza and McDonald's, providing convenient options for a quick meal before or after your visit.
Are there convenient automotive service centers near Edward Jones for clients who need car maintenance?
Yes, nearby automotive services include NTB - National Tire & Battery, Big O Tires, and Patriot Automotive LLC, making it easy to take care of vehicle needs around your appointment time.
How can I schedule a consultation with Jeff Antle for personalized financial advice?
You can schedule a consultation by visiting the Edward Jones website's contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-antle/contact/ to book your appointment online.