Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Justin T Liptak
513 S Union Street, Traverse City, MI
49684, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Justin T Liptak
What services does Edward Jones - Financial Advisor: Justin T Liptak offer?
Justin T Liptak offers financial advising, investment management, investment funds, and stock broker services.
What specialities does Edward Jones - Financial Advisor: Justin T Liptak have?
The office specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Justin T Liptak?
You can contact Justin T Liptak at +1 231-933-0881 or via email at justin.liptak@edwardjones.com.
Where is Edward Jones - Financial Advisor: Justin T Liptak located?
The office is located at 513 S Union Street, Traverse City, MI 49684, USA.
How can I schedule an appointment with Justin T Liptak?
You can schedule an appointment online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/justin-liptak/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS platforms.
What languages are spoken at this Edward Jones office?
Services are offered in English.
What are some financial advisory competitors near Edward Jones - Financial Advisor: Justin T Liptak?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
Which other Edward Jones financial advisors are located near Justin T Liptak's office?
Nearby Edward Jones financial advisors include Greg Williams and Brandon R Gualtiere, offering additional options for financial services in the area.
What local businesses near Edward Jones could be useful for a client visiting the area?
Clients visiting can explore nearby places like Big Beautiful Life for chiropractic and massage services, Brewery Ferment for local brews, or Old Town Optical for eyewear needs.
Are there notable real estate agents near Edward Jones - Financial Advisor: Justin T Liptak?
Yes, several real estate agents such as Chrissy Ingersoll, Brick & Corbett, Jessie Deiss Realtor, Jules Yates Team at RE/MAX Bayshore, and Live Traverse City Real Estate Team are nearby for property services.