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: Morgan Owens, CFP®
8100 Penn Avenue South, Bloomington, MN
55431, United States
Hours
Reviews
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- EBErika BellFeb 5, 20241.0I tried to make a basic financial planning meeting with my husband and basically was told I don’t have enough assets. It was so incredibly disrespectful and demeaning do not go here.
- ECEric CarlstromDec 31, 20215.0Morgan Owens, I feel, goes above and beyond what I would expect from a financial advisor. The way he communicates is catered to how I understand things. He is beyond professional but yet personable at the same time. His wonderful assistant LaRae, does an excellent job of keeping me up to date on my calendar appointments with Morgan and is very pleasant to work with as well. I would never go anywhere else after receiving the services from this office. I highly recommend.
- JJJamie JohnsonJul 23, 20185.0Morgan is AMAZING! He has taken the time to explain children's custodial accounts to us even though the accounts aren't huge sums of money. I have friends with 100's of thousands with other advisors that aren't treated this well.
- CSCathy SchlegelFeb 6, 20185.0I don't recommend things very often, but when I receive exceptional service, service which goes above and beyond what could reasonably be expected, then I am happy to do so. Morgan Owens is my financial advisor. Not only has he helped me grow my portfolio by quite a bit over the last 5 years, he has spent hours helping my family understand how things work when someone dies. He did this free of charge, with no expectations. Honestly, this man is a gem. If you need financial services, and believe me you do, call Morgan.
Frequently Asked Questions About Edward Jones - Financial Advisor: Morgan Owens, CFP®
What services does Edward Jones - Financial Advisor: Morgan Owens offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Morgan Owens?
The office is open from Monday to Friday, 8:30 AM to 5:00 PM, and is closed on Saturdays except by appointment, and on Sundays.
How can I make an appointment with Morgan Owens?
Appointments can be made via the contact page at https://www.edwardjones.com/us-en/financial-advisor/morgan-owens/contact/ or by calling +1 952-881-9237.
Where is Edward Jones - Financial Advisor: Morgan Owens located?
The office is located at 8100 Penn Avenue South, Suite 199, Bloomington, MN 55431, USA.
What languages are supported at this Edward Jones location?
Services are offered in English.
What kind of investment products does this advisor specialize in?
The advisor specializes in stocks, bonds, investment management, and advisory services.
How can I stay connected with Edward Jones online?
You can visit their website at https://www.edwardjones.com/us-en/financial-advisor/morgan-owens, follow their Twitter @EdwardJones, or like their Facebook page at https://www.facebook.com/290221724521512.
Are there any nearby financial service providers around Edward Jones at 8100 Penn Avenue South?
Yes, nearby financial services include Lighthouse Wealth Advisors and Mertz Wealth Strategies, Inc., offering additional options for financial advising and insurance.
What wellness and healthcare services are available near Edward Jones in Bloomington?
Near Edward Jones, you can find wellness and medical services such as Live Up Therapy for mental health, Opulent Natural Health for naturopathic care, and Lifesmiles Family Dentistry.
Are there any other professional services close to Edward Jones, like legal or appraisal?
Yes, nearby professional services include Chadwick Appraisals for real estate appraisals and James M Gallagher & Associates for legal services including employment law.