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: Adam G Lee, CFP®|ChFC®|CLU®
6737 Whitneyville Ave SE, Alto, MI
49302, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam G Lee, CFP®|ChFC®|CLU®
What services does Edward Jones - Financial Advisor: Adam G Lee provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Adam G Lee?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays and regular Saturdays; however, appointments can be scheduled by arrangement on Saturdays.
How can I schedule an appointment with Adam G Lee?
You can schedule an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/adam-lee2/contact/ or by calling +16168686426.
Where is Edward Jones - Financial Advisor: Adam G Lee located?
The office is located at 6737 Whitneyville Ave SE, Suite A, Alto, MI 49302, USA.
How can I contact Adam G Lee via email?
You can email Adam G Lee at adam.lee2@edwardjones.com for inquiries.
Does the Edward Jones office provide any retirement planning tools?
Yes, they offer a retirement savings calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there other Edward Jones financial advisors nearby?
Yes, nearby Edward Jones advisors include Ryan B Stephen, AAMS® and Alex George, both offering similar financial services in the Alto area.
What nearby dining options are available close to Edward Jones - Financial Advisor: Adam G Lee?
Close to the office, you can visit Mike's Pizzeria and Tavern, Paradise Pizza, or Helen's Kitchen & Bakery for a variety of pizza, sandwiches, and bakery items before or after your appointment.
Is there convenient transit or services near Edward Jones for visitors?
Nearby services include the UPS Access Point location for shipping needs, and Bricks at Campau Corner gas station for fuel and convenience shopping, making errands easier around your visit.
Can I find automotive services near Edward Jones - Financial Advisor: Adam G Lee?
Yes, nearby you have Right N Tight Service for automotive repairs, Hilltop Repair Services for tire and wheel repair, Kevin's Body Shop for auto body work, and Carlovers for car wash and detailing.