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: Tracy L Kelley, CFP®|ChFC®|CEPA®|AAMS®
285 Division Street, Coldwater, MI
49036, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tracy L Kelley, CFP®|ChFC®|CEPA®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Tracy L Kelley?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Tracy L Kelley?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Tracy L Kelley located?
The office is located at 285 Division Street, Coldwater, MI 49036, USA.
How can I contact Edward Jones - Financial Advisor: Tracy L Kelley?
You can reach them by phone at +1 517-278-8468 or email at tracy.l.kelley@edwardjones.com.
Does Tracy L Kelley offer consultations through online scheduling?
Yes, online scheduling is available through the contact page on their website.
What languages are spoken at Edward Jones - Financial Advisor: Tracy L Kelley?
The primary language spoken is English.
What notable nearby places can I visit when I come to Edward Jones - Financial Advisor: Tracy L Kelley?
Nearby places include Trainwreck Grill and Ale House for dining and the Little River Railroad museum for a historic visit.
Are there convenient transit options near Edward Jones - Financial Advisor: Tracy L Kelley?
Yes, the BATA bus station is nearby, making it easy to access the office by public transportation.
Can I combine my visit to Edward Jones with vehicle services nearby?
Yes, there are several nearby automotive services including FVP Professional Auto Detailing and Luxury Auto Detailing and Service for your car care needs.
What online tools does Edward Jones offer for retirement planning?
They offer a retirement savings calculator available through their website to help clients plan for retirement readiness.