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: Lori A Nay, CFP®
9153 East D Ave, Richland, MI
49083, United States
Hours
Reviews
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- BNBerta NonatoJun 7, 20195.0Great service, they care about you
- JTJacque TomlinsonOct 6, 20175.0Truly cares about the clients.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lori A Nay, CFP®
What types of financial services does Edward Jones - Financial Advisor: Lori A Nay offer?
Edward Jones - Financial Advisor: Lori A Nay offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Lori A Nay located?
The office is located at 9153 East D Ave, Richland, MI 49083, USA.
What are the business hours for Edward Jones - Financial Advisor: Lori A Nay?
They are open Monday to 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 Edward Jones - Financial Advisor: Lori A Nay?
You can reach them by phone at +1 269-629-4270 or email at lori.a.nay@edwardjones.com.
Can I book a consultation with Lori A Nay online?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/lori-a-nay/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Lori A Nay?
The services are offered in English.
Are there any useful apps available for managing investments from Edward Jones?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help manage your investments conveniently.
What nearby places can I visit before or after my appointment at Edward Jones - Lori A Nay?
Nearby you can visit Richland Village Square, a public park and plaza, or enjoy a coffee break at Great Grounds Coffee, a coffee shop and cafe.
Are there any financial institutions close to Edward Jones - Financial Advisor: Lori A Nay for additional banking needs?
Yes, nearby financial institutions include Kellogg Community Credit Union, Chemical Bank, and Fifth Third Bank, which can assist with various banking services.
What wellness and beauty services are close to Edward Jones - Financial Advisor: Lori A Nay?
Nearby wellness and beauty options include Preserve Wellness Spa, Four Seasons Salon, Changes Of Richland, Polished Nails, and Weston Holistic and Therapeutic Massage for spa, salon, and massage services.