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: Jim Wilhelm, CFP®|ABFP®|AAMS®
6480 Citation Drive, Clarkston, MI
48346, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Wilhelm, CFP®|ABFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jim Wilhelm provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours of Edward Jones - Financial Advisor: Jim Wilhelm?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I make an appointment with Jim Wilhelm at Edward Jones?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/james-wilhelm/contact/ or by calling them directly.
Where is Edward Jones - Financial Advisor: Jim Wilhelm located?
The office is located at 6480 Citation Drive, Suite D, Clarkston, MI 48346, USA.
How can I contact Edward Jones - Financial Advisor: Jim Wilhelm via phone or email?
You can reach them at +1 947-221-4078 or via email at james.wilhelm@edwardjones.com.
Does Edward Jones - Financial Advisor: Jim Wilhelm provide services in languages other than English?
They provide services in English.
Who are some competitors of Edward Jones in financial advisory services?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby legal services are located close to Edward Jones - Financial Advisor: Jim Wilhelm?
Nearby legal services include David R. Shook, Attorney at Law, P.L.L.C., CieslakLaw, PLLC, and Robert E Kostin PC, which might be helpful if you require legal or bankruptcy advice alongside financial planning.
Are there any nearby medical facilities close to Edward Jones - Financial Advisor: Jim Wilhelm?
Yes, nearby medical facilities include SALTA of Clarkston (medical center), Nova Testing (laboratory testing), and Clinton Womens Health Care, which may be convenient for clients balancing health and financial appointments.
What nearby community and recreational facilities are accessible near Edward Jones?
The Clarkston Select Soccer Club offers gym and sports activities nearby, and the Clarkston Fourth of July Parade is a local community event to enjoy before or after your visit.