Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Hours
Frequently Asked Questions About Aaron Ogea Wealth Management Team
What services does the Aaron Ogea Wealth Management Team offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the operating hours for the Aaron Ogea Wealth Management Team?
They are open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:30 PM. They are closed on Saturdays and Sundays.
Where is the Aaron Ogea Wealth Management Team located?
They are located at 201 Fulton St, New Iberia, LA 70560, USA.
How can I contact the Aaron Ogea Wealth Management Team?
You can reach them by phone at +1 337-469-4375.
Do they provide any resources or information about IRAs?
Yes, they provide a featured message with information about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Which special financial products does the Aaron Ogea Wealth Management Team specialize in?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What language do they use for communication?
They communicate in English.
Are there any legal services nearby that clients might visit before or after a consultation?
Yes, nearby legal services include Acadiana Elder Law Clinic, David Groner Professional Law Corporation, Bayou Title, Broussard Natalie, and the Law Office of Michael Lopresto, which clients might visit for complementary legal advice.
What nearby places offer counseling or mental health services that clients might consider?
Nearby counseling centers include A Listening Presence Counseling Center, Hargrave & Shea, Counseling Associates of New Iberia, and Believe Iberia Counseling, which clients might find useful before or after financial consultations.
Are there any nearby shops or restaurants I can visit around the Aaron Ogea Wealth Management Team?
Yes, nearby options include Fudge It bakery for desserts, Jolie Fleur Florist for flowers and gifts, and Sweet Interiors for home goods and furniture.