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: Kyle Underwood
5211 Cascade Road SE, Grand Rapids, MI
49546, United States
Hours
Reviews
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- BABenjamin AubinMay 30, 20225.0Kyle has been extremely helpful and knowledgeable in creating a financial plan for myself and my family so we are prepared for the future. Kyle communicates often on any changes we should make to benefit our long term goals. Everyone at the office is very friendly and courteous. Using the app I can easily check on my accounts. I can sleep a little easier knowing I have a plan and someone that is looking out for my best financial interest. Highly recommend making a call if you have any questions or need to get started with your own account.
- ABAdam BrantJan 8, 20215.0I have worked with Kyle since he first began with Edward Jones. He has shown to be a quick study of the right strategy. He has helped develop a good plan of action to continue to grow my investments, exceeding the market average at a considerable rate so far. I would highly recommend his services!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kyle Underwood
What services does Edward Jones - Financial Advisor: Kyle Underwood offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Kyle Underwood located?
Their office is located at 5211 Cascade Road SE, Suite 310, Grand Rapids, MI 49546.
What are the business hours for Edward Jones - Financial Advisor: Kyle Underwood?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 2:00 PM, and closed on weekends.
How can I contact Kyle Underwood at Edward Jones?
You can call at +1 616-988-6415 or email kyle.underwood@edwardjones.com.
Does Edward Jones - Financial Advisor: Kyle Underwood have an app for mobile devices?
Yes, their services are available via the Edward Jones app on both Android and iOS platforms.
How can I schedule a consultation with Kyle Underwood?
You can make a reservation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kyle-underwood/contact/.
Are there other financial advisors near Edward Jones - Financial Advisor: Kyle Underwood?
Yes, nearby financial advisors include Greg Flick, AAMS®, Andrew Dawson at Morgan Stanley, Sharon Dykhouse - Morgan Stanley, and Daniel Dillard - Morgan Stanley.
What banking options are available near Edward Jones - Financial Advisor: Kyle Underwood?
Nearby banking options include Founders Bank & Trust and Lake Michigan Credit Union (LMCU).
What local amenities can I visit near Edward Jones - Financial Advisor: Kyle Underwood?
After your visit, you might enjoy nearby amenities like GRIP Center Personal Training for fitness or relax at Ethos Day Spa and The Crown Jewel Spa & Salon.
What types of investments does Kyle Underwood specialize in?
Kyle Underwood specializes in stocks & bonds, investment management, and advisory services.