Edward Jones - Financial Advisor: Wes A Holland, CEPA®|ABFP®|AAMS®
5.03 reviews
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: Wes A Holland, CEPA®|ABFP®|AAMS®
222 Sun St, Morehead, KY
40351, United States
Hours
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- CRColleen ReillyMay 4, 20235.0Wes Holland, Jared and Rhonda are very helpful and so thoughtful! During covid they called and offered to deliver our medicine or groceries if we needed it. They are there for anything, whether I needed to use their printer urgently, or planning our financial future. I recommend them to everyone.
- JGJacob GuerinMar 30, 20215.0We have been working with Wes for several years now and he is great. Highly recommend.
- SHSteven HuntJan 21, 20215.0I always enjoy getting together with Wes Holland.
Frequently Asked Questions About Edward Jones - Financial Advisor: Wes A Holland, CEPA®|ABFP®|AAMS®
What services does Edward Jones - Financial Advisor: Wes A Holland offer?
Edward Jones provides 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: Wes A Holland?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Wes A Holland at Edward Jones?
Appointments can be scheduled through the Edward Jones contact page for Wes A Holland at https://www.edwardjones.com/us-en/financial-advisor/wes-holland/contact/.
Where is Edward Jones - Financial Advisor: Wes A Holland located?
The office is located at 222 Sun St, Morehead, KY 40351, United States.
What languages are spoken at the Edward Jones office with Wes A Holland?
English is the primary language spoken at this Edward Jones office.
How can I contact Wes A Holland at Edward Jones by phone or email?
You can reach Wes A Holland by phone at +1 606-780-0248 or email at wes.holland@edwardjones.com.
Are there any nearby healthcare facilities close to Edward Jones - Financial Advisor: Wes A Holland?
Yes, there are several nearby healthcare facilities including U K Kentucky Clinic Morehead Cancer Treatment Center, St. Claire Homecare, UK St. Claire Home Health, and UK St. Claire Hospice which clients might visit before or after their financial consultations.
What nearby banking options are available near Edward Jones - Financial Advisor?
Clients can visit nearby financial institutions such as First Federal Savings & Loan Association Of Morehead and The Citizens Bank for additional banking services close to Edward Jones.
Are there any local food or coffee spots near Edward Jones - Financial Advisor to visit?
Yes, nearby places include Arby's for fast food and Morehead Nutrition, a cafe offering coffee and smoothies, perfect for grabbing a bite before or after an appointment.
What online resources are available for financial planning through Edward Jones?
Edward Jones offers online tools such as a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your financial future.