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: Cassandra Schmidt
5920 148th Street W, Apple Valley, MN
55124, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- JJJillMar 21, 20255.0Working with Cassandra was so helpful. She helped me prepare for my financial now and future. Cassandra’s approach is to help, not to sell.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cassandra Schmidt
Who is Cassandra Schmidt at Edward Jones?
Cassandra Schmidt is a financial advisor at Edward Jones offering personalized investment services.
What services does Edward Jones - Financial Advisor: Cassandra Schmidt provide?
They offer financial advising, investment management, stock brokerage, and support for retirement and education savings.
Which specialties does Cassandra Schmidt focus on in financial advising?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Cassandra Schmidt?
You can schedule an appointment via the Edward Jones contact page specific to Cassandra Schmidt.
What languages does Cassandra Schmidt speak?
She speaks English.
What is the address of Edward Jones - Financial Advisor: Cassandra Schmidt?
They are located at 5920 148th Street W, Suite 300, Apple Valley, MN 55124, US.
Are there any nearby educational facilities near Cassandra Schmidt's office?
Yes, All Stars Montessori, a daycare and preschool, is nearby and could be convenient for families visiting the advisor.
What fitness centers are close to Edward Jones office in Apple Valley?
Life Time Apple Valley gym, CrossFit 5885 Adaptive, Riptide Swim Club, and TAGS Gymnastics are all nearby, ideal for clients who want to fit in a workout before or after an appointment.
Are there any convenient banking or shipping services near Edward Jones in Apple Valley?
Yes, the UPS Access Point location and U.S. Bank ATM are close by, helpful for clients needing shipping or banking services in the area.
Where can clients find more information about IRAs recommended by Edward Jones?
Clients can learn more about IRAs on Edward Jones' official site through their featured message about retirement and investment insights.