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: Charlotte B Willis, AAMS®
1670 Beaulieu Lane, Port Allen, LA
70767, United States
Hours
Reviews
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- CBCyndy BickhamMay 21, 20215.0We love the way they always take care of us
- CSChristy SharonJan 30, 20175.0Charlotte and everyone in her office are very professional and extremely helpful. My husband and I are completely satisfied with their services. I would highly recommend Charlotte B. Willis to anyone looking for a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Charlotte B Willis, AAMS®
What services does Edward Jones - Financial Advisor: Charlotte B Willis, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Charlotte B Willis, AAMS®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on weekends.
How can I make an appointment with Charlotte B Willis at Edward Jones?
Appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/charlotte-willis/contact/.
Where is Edward Jones - Financial Advisor: Charlotte B Willis located?
The office is located at 1670 Beaulieu Lane, Suite A, Port Allen, LA 70767, US.
How can I contact Edward Jones - Financial Advisor: Charlotte B Willis?
You can call at +1 225-749-7707 or email at charlotte.willis@edwardjones.com.
Does Edward Jones offer any digital tools or apps for clients?
Yes, Edward Jones provides mobile apps available on Android and iOS to help manage your finances and investments.
What nearby services might be useful for clients visiting Edward Jones?
Nearby services include Louisiana Land Bank for mortgage needs, Verizon and Cellular Sales for mobile services, and various automotive and retail stores such as Chabill's Tire & Auto Service and Walmart Supercenter.
Are there any nearby dining options near Edward Jones - Financial Advisor: Charlotte B Willis?
Yes, nearby dining includes Taco Bell for quick meals and Obachan Bento Cafe for Japanese cuisine, convenient for clients before or after appointments.
Can I combine a visit to Edward Jones with other nearby services or shopping?
Absolutely, you can visit nearby stores like SoSis Boutique for clothing or Walmart Vision & Glasses for eyewear, making it convenient to run multiple errands.
What languages are spoken at Edward Jones - Financial Advisor: Charlotte B Willis?
Services are offered in English to assist clients effectively.