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
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Edward Jones - Financial Advisor: Heidi M Olson, CEPA®
Heidi has been my financial advisor for about 3 years now. When I first came to her I was completely clueless about what I should be doing to prepare for retirement. I am a small business owner so I did not have an employer to take care of that for me. I needed guidance!
She made a plan for me and we have tweeked it along the way. She never made me feel bad for not know where to begin and has allowed me to feel secure in my financial future. Highly recommend!
SB
Steven B.
Dec 9, 2019
3.0
My Mom uses this location for her investments. This office has moved a few times over the years as well. Did have issues with this office in the past, but have since forgiven their past transgressions. I would not personally use Edward Jones tho.
Frequently Asked Questions About Edward Jones - Financial Advisor: Heidi M Olson, CEPA®
What types of financial services does Edward Jones - Financial Advisor: Heidi M Olson, CEPA® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks, bonds, investment management, and financial advising.
What are the office hours for Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
The office is open Monday to Wednesday from 8:00 AM to 4:30 PM, Thursday from 8:30 AM to 4:00 PM, Friday from 8:30 AM to 3:00 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Heidi M Olson, CEPA® located?
The office is located at 101 W Burnsville Parkway, Suite 214, Burnsville, MN 55337, US.
How can I contact Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
You can contact them via phone at +1 952-890-7205 or email at heidi.m.olson@edwardjones.com.
Does Edward Jones - Financial Advisor: Heidi M Olson, CEPA® have a website or mobile apps?
Yes, their website is https://www.edwardjones.com/us-en/financial-advisor/heidi-m-olson and they offer mobile apps for both Android and iOS.
Can I schedule an appointment with Edward Jones - Financial Advisor: Heidi M Olson, CEPA® online?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/heidi-m-olson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
Services are provided in English.
What nearby places can I visit around Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
Nearby you can visit Jensen’s Cafe for a meal, Soul Solace Massage LLC for relaxation, or the Discover Chiropractic for health services. These are convenient stops before or after your financial consultation.
Are there other financial services close to Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
Yes, nearby financial services include Wells Fargo Home Mortgage and American Family Insurance - Judson Phillips Agency, Inc, which you might consider for mortgage or insurance needs.
How can nearby transportation or services help me reach Edward Jones - Financial Advisor: Heidi M Olson, CEPA®?
Nearby services like UPS Access Point location can assist with mailing needs, and various nearby businesses make the area accessible and convenient for visitors coming to your financial advisory appointment.