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: Dawn M Nelson, CFP®|ChFC®
220 Ruccio Way, Lexington, KY
40503, United States
Reviews
5.0
6 reviews
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- LGLisi GrossSep 14, 20225.0As a young person getting into financial planning, she has been so helpful along the way. Dawn is so very kind and caring, I can not recommend her enough.
- SMsteve mcdowellSep 14, 20225.0Very professional, always on top of things.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dawn M Nelson, CFP®|ChFC®
What personalized investment services does Edward Jones - Financial Advisor: Dawn M Nelson offer?
They provide personalized investment services tailored to individual client needs and goals, including retirement planning, education savings, and tax-efficient investment strategies.
How can I contact Edward Jones - Financial Advisor: Dawn M Nelson?
You can contact them via phone at +1 859-681-9524 or +1 859-309-8470, or email dawn.m.nelson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dawn M Nelson located?
Their office is located at 220 Ruccio Way, Suite 180, Lexington, KY, 40503, USA.
What types of financial products and services does Edward Jones provide at Dawn M Nelson's office?
They offer financial advisory services including stocks and bonds, investment management, funds investment, and stock & bond brokerage.
Is there an app I can use to access Edward Jones services on my mobile device?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms through the Google Play Store and Apple App Store.
How can I schedule a consultation with Dawn M Nelson at Edward Jones?
You can schedule a consultation online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/dawn-m-nelson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Dawn M Nelson's office?
They offer services primarily in English.
I am visiting the area; what nearby places of interest are close to Edward Jones - Financial Advisor: Dawn M Nelson?
Nearby places include Commonwealth Dentistry, Cut & Paste Craft Studio, LeanFeast health food restaurant, and Aqua-Tots Swim Schools.
Are there dining options near Edward Jones - Financial Advisor: Dawn M Nelson?
Yes, you can enjoy dining at nearby places like LeanFeast, a health food restaurant, or Mr. Brews Taphouse, which offers American cuisine and a beer bar.
Can clients combine visits to Edward Jones with other local services or amenities?
Absolutely, clients can visit nearby services such as the many real estate agencies nearby like Susie Stewart - Lexington Kentucky REALTOR, or enjoy ice cream at Brusters Real Ice Cream after their investment consultation.