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 Wohlfeil, CFP®|ChFC®
3433 E Midland Rd, Bay City, MI
48706, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Wohlfeil, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Katie Wohlfeil, CFP®|ChFC® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investments, stocks & bonds, and advisory services tailored to individual needs.
Where is Edward Jones - Financial Advisor: Katie Wohlfeil located?
The office is located at 3433 E Midland Rd, Bay City, MI 48706, USA.
What are the office hours for Edward Jones - Financial Advisor: Katie Wohlfeil?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Katie Wohlfeil at Edward Jones?
You can reach her by phone at +1 989-667-0978 or email at katie.wohlfeil@edwardjones.com.
Is there a way to schedule a meeting with Katie Wohlfeil online?
Yes, appointments can be booked through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/katie-wohlfeil/contact/
What languages are spoken at Edward Jones - Financial Advisor: Katie Wohlfeil?
Services are offered in English.
Are there any nearby financial services or banks close to Edward Jones - Financial Advisor: Katie Wohlfeil?
Yes, nearby financial services include Huntington Bank and The Huntington National Bank, which could be convenient for your banking needs when visiting Edward Jones.
What pharmacies are located near Edward Jones - Financial Advisor: Katie Wohlfeil, and how might they be useful?
Nearby pharmacies include CVS Pharmacy, CVS Beauty, and Euclid Pharmacy. These can be helpful for filling prescriptions or health-related purchases before or after your financial appointment.
Are there any nearby places to eat or shop near Edward Jones - Financial Advisor: Katie Wohlfeil?
Yes, Coco Loco, a Mexican restaurant, and several retail stores like PridePint Brewing Essentials are nearby, offering options to enjoy a meal or shopping around your visit.
Does Edward Jones - Financial Advisor: Katie Wohlfeil offer any mobile apps for clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to manage your investments conveniently on the go.