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: Steve Robertson
2424 Sir Barton Way, Lexington, KY
40509, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Robertson
What services does Edward Jones - Financial Advisor: Steve Robertson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Steve Robertson?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
How can I contact Steve Robertson's office at Edward Jones?
You can reach them by phone at +1 859-263-0516 or email at stephen.robertson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Steve Robertson located?
The office is located at 2424 Sir Barton Way, Suite 350, Lexington, KY 40509, USA.
How can I schedule an appointment with Steve Robertson at Edward Jones?
You can make a reservation through their contact page: https://www.edwardjones.com/us-en/financial-advisor/stephen-robertson/contact/
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available on their website to help with planning.
Which popular financial advisory firms are competitors to Edward Jones - Steve Robertson?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby medical facilities are close to Edward Jones - Financial Advisor: Steve Robertson?
Nearby medical facilities include CHI Saint Joseph Medical Group - Primary Care, Urgent Treatment Clinic, and Winchester Medical Associates, which can be helpful for clients seeking nearby healthcare services.
Are there any nearby financial institutions close to Edward Jones - Steve Robertson?
Yes, nearby financial services include HSLC (a bank/credit union), Kinnett Borough Financial Group, and Union Home Mortgage.
What nearby places might be convenient for clients visiting Edward Jones?
Clients can find related services nearby such as insurance from Cuna Mutual Group and mortgage services from Tina McCandless, which can complement financial planning needs.