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: Roy J Heiken, CFP®
201 Prescott Blvd, Youngsville, LA
70592, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Roy J Heiken, CFP®
What services does Edward Jones - Financial Advisor: Roy J Heiken offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds brokerage, and investment management tailored to individual client needs.
How can I schedule an appointment with Roy J Heiken at Edward Jones?
Appointments can be scheduled through the Edward Jones website contact page or by calling the main phone number. Note that Fridays are by appointment only.
Where is Edward Jones - Financial Advisor: Roy J Heiken located?
The office is located at 201 Prescott Blvd, Suite 202, Youngsville, LA, 70592, United States.
Which languages are spoken at Edward Jones - Financial Advisor: Roy J Heiken?
English is the primary language spoken at this Edward Jones office.
Can I access Edward Jones services via mobile apps?
Yes, Edward Jones offers mobile apps available for both Android and iOS devices to assist clients in managing their investments.
What differentiates Edward Jones from other financial advisory firms like Merrill Lynch or Wells Fargo Advisors?
Edward Jones focuses on personalized face-to-face consultations and tailored investment strategies to fit individual client goals, distinguishing it from larger competitors.
How can nearby places help make my visit to Edward Jones more convenient?
Nearby places such as The Shops at Waterview offer shopping and professional services where you can visit before or after your appointment. Additionally, nearby insurance agencies like DJW Insurance Agency, Inc. and Rainy Day Insurance Agency can complement your financial planning needs.
Are there dining options close to Edward Jones in Youngsville?
Yes, nearby dining options include Cafe Roma, known for pizza and cafe fare, and The Tap Room Youngsville, a bar and restaurant, great for casual meals before or after your visit.
What wellness or beauty services can I find near Edward Jones?
Near Edward Jones, clients can access several wellness and beauty options such as Amelie Aesthetics Studio (beauty salon and day spa), Revived Radiance Beauty Co, Salon Elite, and Sugar Mill Body Renewal for massage therapy.
Is there convenient parking or public transit nearby to reach Edward Jones - Financial Advisor: Roy J Heiken?
While specific transit info is not provided, the office at 201 Prescott Blvd is located near several landmarks and shopping centers like The Shops at Waterview, which generally have parking facilities, making access convenient by car.