Edward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|WMCP®|AAMS®
3.02 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: Jacquelyn Trask-Rahn, CFP®|CEPA®|WMCP®|AAMS®
1200 Ludington St, Escanaba, MI
49829, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jacquelyn Trask-Rahn, CFP®|CEPA®|WMCP®|AAMS®
What services does Edward Jones Financial Advisor Jacquelyn Trask-Rahn offer?
Jacquelyn Trask-Rahn provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones Financial Advisor Jacquelyn Trask-Rahn located?
The office is located at 1200 Ludington St, Escanaba, MI 49829, USA.
What are the office hours for Edward Jones Financial Advisor Jacquelyn Trask-Rahn?
Open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and closed on Saturdays and Sundays.
How can I contact Jacquelyn Trask-Rahn, the Edward Jones Financial Advisor?
You can call +1 906-233-7578 or email jacquelyn.trask-rahn@edwardjones.com.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a retirement savings calculator available online to help clients prepare for their future.
Which languages are supported by Edward Jones Financial Advisor Jacquelyn Trask-Rahn?
Services are provided in English.
How can I book a consultation with Jacquelyn Trask-Rahn?
You can make a reservation through their contact page: https://www.edwardjones.com/us-en/financial-advisor/jacquelyn-trask-rahn/contact/
What financial institutions are located near Edward Jones at 1200 Ludington St?
Nearby banks include Wells Fargo and WELLS FARGO BANK, useful for clients managing multiple financial needs in one area.
Are there any dining options close to the Edward Jones office in Escanaba?
Yes, clients can visit nearby places like Ludington Grill and South City Pub for dining before or after their appointments.
What other services or shops can clients find near Edward Jones Financial Advisor Jacquelyn Trask-Rahn?
Clients can also explore local businesses such as Dress Up boutique for women's clothing, Pam's Petals for flowers and gifts, and Stone Cup Coffee House for coffee and deli options nearby.