Edward Jones - Financial Advisor: Joel Shepherd, CFP®

5.0
4 reviews

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: Joel Shepherd, CFP®
3841 Ruckriegel Pkwy, Jeffersontown, KY
40299, United States

Hours

Reviews

5.0
4 reviews
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  • TM
    Theresa M
    May 22, 2021
    5.0
    Joel is smart, knowledgeable, and honest. It’s tricky & takes time to find someone to trust your financial future, but I feel Joel is someone you can trust.
  • SD
    Steven Darbyshire
    Oct 2, 2020
    5.0
    I don’t generally do very many reviews, but I felt the need to share some information about Joel Shepherd. I’ve met with a handful of financial advisors over the years and I have to say Joel is hands down the best in the business. His level of integrity and transparency are a breath of fresh air. Joel is one of the most genuine and honest people I’ve done business with. That being said, do yourself a favor and go see Joel. You won’t be disappointed.

Frequently Asked Questions About Edward Jones - Financial Advisor: Joel Shepherd, CFP®

What services does Edward Jones - Financial Advisor: Joel Shepherd, CFP® offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial advice.

What are the operating hours of Joel Shepherd's Edward Jones office in Jeffersontown, KY?

The office is open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends.