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: Cailte Kelley, CFP®|CEPA®|AAMS®
113 Central St, Winchendon, MA
01475, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Cailte Kelley, CFP®|CEPA®|AAMS®
What personalized services does Edward Jones - Financial Advisor: Cailte Kelley offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Cailte Kelley?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Cailte Kelley, CFP® at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/cailte-kelley/contact/ or by emailing cailte.kelley@edwardjones.com.
Does Edward Jones - Financial Advisor: Cailte Kelley support languages other than English?
No, the services are provided in English only.
Where is Edward Jones - Financial Advisor: Cailte Kelley located?
The office is located at 113 Central St, Winchendon, MA 01475, USA.
What financial services can I get at Edward Jones - Financial Advisor: Cailte Kelley?
Services include financial advice on stocks and bonds, investment management, and brokerage services for funds, stocks, and bonds.
Are there any nearby financial service providers to Edward Jones - Financial Advisor: Cailte Kelley?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: Jordyn Lynds and Athol Savings Bank which can offer additional investment or banking options.
What are some dining options near Edward Jones - Financial Advisor: Cailte Kelley for clients?
Clients can visit nearby restaurants such as Christo's Place, Friend's Garden for American and Chinese cuisine respectively after their appointment.
Are there any recreational or wellness centers near Edward Jones - Financial Advisor: Cailte Kelley?
Yes, clients can visit nearby gyms like Wendell P. Clark Memorial YMCA and Clark YMCA for fitness and wellness activities.
How can local transit or nearby landmarks help me find Edward Jones - Financial Advisor: Cailte Kelley?
The office is centrally located on Central St in Winchendon near places such as the Winchendon Farmers Market and the United States Postal Service, making it easy to find when visiting the area.