Edward Jones - Financial Advisor: Katie Schwartz, CFP®|ChFC®|AAMS®
5.01 review
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: Katie Schwartz, CFP®|ChFC®|AAMS®
1710 Underpass Way, Hagerstown, MD
21740, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Schwartz, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Katie Schwartz offer?
Katie Schwartz at Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Katie Schwartz?
The office is open Monday to Friday from 8:30 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Katie Schwartz located?
The office is located at 1710 Underpass Way, Suite 208, Hagerstown, MD 21740, United States.
How can I schedule an appointment with Katie Schwartz at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/katie-schwartz/contact/.
Is there an app available for managing investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for investment management.
Can I contact Katie Schwartz at Edward Jones via email or phone?
Yes, you can email katie.schwartz@edwardjones.com or call the local phone number +1 301-766-7300.
What languages are spoken at Edward Jones - Financial Advisor: Katie Schwartz office?
The office offers services in English.
What are some nearby dining options to Edward Jones in Hagerstown?
Nearby dining options include Hub City Diner, Bob Evans, Fireside Restaurant & Lounge, Zach Greenlee's Fireside Restaurant and Lounge, Buffalo Wild Wings, El Paso Mexican Restaurant, Chili's Grill & Bar, and It's Just Wings.
Are there any nearby hotels around Edward Jones - Financial Advisor: Katie Schwartz for out-of-town clients?
Yes, nearby hotels include Ramada Plaza, Home2 Suites by Hilton Hagerstown, Bowman Hospitality, Hotel 620, and Holiday Inn Express & Suites Hagerstown.
How can nearby government and social service offices help clients visiting Edward Jones?
Clients visiting Edward Jones can benefit from the proximity to the Social Security Administration office, which can assist with social security matters, making it convenient to manage multiple financial and government needs in one area.