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.
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Edward Jones - Financial Advisor: Anne-Marie Kelley
My wife and I were very impressed with Anne Marie and her assistant. They took lots of time to get to know us, find out what we were looking for & what we were comfortable with. she spent as much time as needed explaining our current investments and her recommendations. We feel like we know and understand our investments better than we ever have before. We highly recommend Anne Marie to our friends, family and neighbors.
Frequently Asked Questions About Edward Jones - Financial Advisor: Anne-Marie Kelley
What services does Edward Jones - Financial Advisor: Anne-Marie Kelley offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the office hours for Edward Jones - Financial Advisor: Anne-Marie Kelley?
The office is open Monday to Friday from 9:00 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Anne-Marie Kelley located?
It is located at 1161 Main St, Suite 1, Holden, MA 01520, United States.
How can I schedule an appointment with Anne-Marie Kelley?
You can schedule an appointment via their online reservation page: https://www.edwardjones.com/us-en/financial-advisor/anne-marie-kelley/contact/
What languages are spoken at Edward Jones - Financial Advisor: Anne-Marie Kelley?
English is the primary language spoken.
Does Edward Jones - Financial Advisor: Anne-Marie Kelley provide financial advising for stocks and bonds?
Yes, they specialize in stocks, bonds, investment management, and offer advisory services.
What nearby places can I visit before or after my meeting at Edward Jones - Financial Advisor: Anne-Marie Kelley?
You can visit the Holden Landmark, enjoy a coffee or donuts at Dunkin', or explore the Holden Farmers Market nearby.
Are there convenient transit or financial service points near Edward Jones - Financial Advisor: Anne-Marie Kelley?
Yes, there are several nearby financial services including LibertyX Bitcoin Kiosk, LibertyX Bitcoin ATM, TD Bank ATM, and Western Union which can assist with various financial needs.
Where can I get refreshments near Edward Jones - Financial Advisor: Anne-Marie Kelley?
There are multiple Dunkin' locations nearby for coffee and donuts, as well as Seven Saws Brewing for beer and food.
Is there parking or fuel service nearby when visiting Edward Jones - Financial Advisor: Anne-Marie Kelley?
Yes, Holden Fuel and Mobil gas stations are nearby for fuel and convenience needs, making visits more convenient if you are driving.