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.
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Edward Jones - Financial Advisor: Joel Shepherd, CFP®
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.
How can I schedule a consultation with Joel Shepherd at Edward Jones?
You can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/joel-shepherd/contact/.
Where is the Edward Jones office of Joel Shepherd located?
It is located at 3841 Ruckriegel Pkwy, Ste 102, Jeffersontown, KY 40299, USA.
Can I contact Joel Shepherd by email or phone?
Yes, you can email joel.shepherd@edwardjones.com or call +1 502-267-0078 locally.
What languages are spoken at Joel Shepherd's Edward Jones office?
The office communicates primarily in English.
Are there nearby dining options near Edward Jones in Jeffersontown?
Yes, nearby you can find Marco's Pizza and McDonald's offering convenient meal options before or after your visit.
What health and wellness services are near the Edward Jones office?
Nearby wellness spots include A List Medical Cannabis Clinic & Spa, Comprehensive Pain Specialists, and Snap Fitness gym for your convenience.
Are there any financial services available close to Edward Jones?
Yes, nearby financial services include Advance America, Liberty Tax Service, Michelle Johnson: Allstate Insurance, Fifth Third Bank, and Western Union.
Can I use the Edward Jones mobile app to access financial services from Joel Shepherd's office?
Yes, Edward Jones offers mobile apps available on Android and iOS for convenient access to your investments and advice.