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: Paul W Lam, AAMS®
175 Highland Avenue, Needham, MA
02494, United States
Hours
Reviews
5.0
1 reviews
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- CDChristian DallasMar 31, 20225.0My financial plans for retirement were nonexistent. Connor broke down my earnings/spendings and put me on a plan that will set me up for where I want to be. He helped me realize how important it is to start early and have your money working for you. Great guy great advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Paul W Lam, AAMS®
What financial services does Edward Jones - Financial Advisor: Paul W Lam, AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Paul W Lam, AAMS® located?
The office is located at 175 Highland Avenue, Ste 405, Needham, MA 02494, USA.
What are the business hours for Edward Jones - Financial Advisor: Paul W Lam, AAMS®?
The office is open Monday to Thursday from 8:30 AM to 5:30 PM, and on Friday from 8:30 AM to 4:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Paul W Lam, AAMS®?
You can contact Paul Lam via phone at +1 781-431-9500 or email paul.lam@edwardjones.com.
Can I schedule a consultation with Edward Jones - Financial Advisor: Paul W Lam, AAMS® online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/paul-lam/contact/.
What languages are supported at Edward Jones - Financial Advisor: Paul W Lam, AAMS®?
Services are offered in English.
Are there nearby financial advisors or service providers around Edward Jones - Financial Advisor: Paul W Lam, AAMS®?
Yes, nearby financial services include E3 Financial Planning and Vantage Point Financial LLC, which might be useful for additional financial advice.
What nearby services can a customer access around the Edward Jones office in Needham?
Customers can find nearby legal services like Martin S. Kofman CPA and Brecher Wyner Simons & Bolan, healthcare options like Aveanna Healthcare - Waltham, and pet services such as Petco.
Are there convenient amenities near Edward Jones - Financial Advisor: Paul W Lam, AAMS® for customers visiting the area?
Yes, amenities close by include Speedway gas station and convenience store, the LibertyX Bitcoin ATM, and UPS Alliance Shipping Partner for shipping needs.
Does Edward Jones provide any digital tools to assist with financial planning?
Yes, they offer a Retirement Savings Calculator online to help clients prepare for their financial future.