Edward Jones - Financial Advisor: Diane L Kieliszewski, CFP®|AAMS®
4.04 reviews
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: Diane L Kieliszewski, CFP®|AAMS®
134 W Middle St, Chelsea, MI
48118, United States
Hours
Reviews
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- SBSusanne Vanden BoschNov 17, 20191.0Chose to open this account because it was someone I could connect with locally. I got farmed out to a central agent in another state, then received a letter that "necessary action wasn't taken" to have my annual review and I must "remove all assets" from my account. If this had stayed local, Diane could have picked up a phone and contacted my through local listings or my former employer. Instead, my options were to stay with this mess, or cash out with double the penalties. Solid fail and so unfortunate.
- SRSarah Jane RiceAug 23, 20185.0Absolutely fantastic staff! They are always so pleasant and the office makes you fee like you are at home :)
Frequently Asked Questions About Edward Jones - Financial Advisor: Diane L Kieliszewski, CFP®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Diane L Kieliszewski offer?
We offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual needs and goals.
When are the office hours for Edward Jones - Financial Advisor: Diane L Kieliszewski?
Our office is open Monday through Friday from 8:00 AM to 4:00 PM, and is closed on weekends. Additionally, appointments on Mondays are by appointment only.
How can I schedule an appointment with Diane L Kieliszewski?
You can schedule an appointment through our online reservation page at https://www.edwardjones.com/us-en/financial-advisor/diane-kieliszewski/contact/ or contact us by phone at +1 734-475-3295.
Where is Edward Jones - Financial Advisor: Diane L Kieliszewski located?
We are located at 134 W Middle St, Suite B, Chelsea, MI 48118, United States.
What languages are supported at Edward Jones - Financial Advisor: Diane L Kieliszewski?
We offer our services in English.
How does Edward Jones protect client data?
For information about how we use and protect your data, you can visit our Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Which financial advisory competitors are tracked by Edward Jones in this area?
We monitor competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab to ensure our services remain competitive.
What points of interest are near Edward Jones in Chelsea, MI?
Nearby points of interest include Toe-DL Wellness (physical therapy), Benson Hearing (audiologist), and SYNERGY HomeCare (home health and elder care services), which can be convenient for clients managing their health and financial planning in one area.
Are there nearby financial services that complement Edward Jones - Financial Advisor services?
Yes, Mykala Mortgage Planning at Dartbank and Dart Bank Chelsea Home Loan Center are nearby financial service providers that can assist clients with mortgage and home loan needs in coordination with investment planning.
What local recreational and dining options are near Edward Jones in Chelsea?
Clients can enjoy local spots such as Chelsea Music Garage - Drum Studio for music education, The Collins Off Main venue, and Mike's Deli for casual dining before or after their financial consultations.