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: Perry Heles
480 W 78th St, Chanhassen, MN
55317, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- PFPaul FlynnApr 28, 20205.0"Very comprehensive and personalized strategist combined with awesome customer service. “
- KHKevin HinrichsApr 20, 20205.0I knew Perry from my previous career and when I retired I selected him to manage my retirement accounts. Perry also helped me get started in trading individual stocks about the same time. Perry will listen to you, he will give you options based on your goals, needs and risk tolerance. Perry will then give you HONEST COMMON SENSE guidance as you make your decisions on how best proceed and will help make necessary adjustments as time goes on.
Frequently Asked Questions About Edward Jones - Financial Advisor: Perry Heles
What services does Edward Jones - Financial Advisor: Perry Heles offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Perry Heles located?
The office is located at 480 W 78th St, Suite 107, Chanhassen, MN 55317, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Perry Heles?
They are open Monday to Thursday from 8:00 AM to 4:00 PM, and on Friday from 8:00 AM to 3:00 PM. They are closed on Saturdays and Sundays.
Are there any special appointment hours available for Edward Jones - Financial Advisor: Perry Heles?
Yes, appointments are available by appointment only on Wednesdays, Thursdays, and Fridays.
How can I contact Perry Heles at Edward Jones?
You can contact Perry Heles by phone at +1 952-470-1177 or by email at perry.heles@edwardjones.com.
Does Edward Jones - Financial Advisor: Perry Heles offer online resources or tools for clients?
Yes, they feature a Retirement Savings Calculator to help clients prepare for their financial future, accessible via their website.
How can I schedule a consultation with Perry Heles at Edward Jones?
You can book a consultation through their online reservation link: https://www.edwardjones.com/us-en/financial-advisor/perry-heles/contact/
What nearby financial services are available close to Edward Jones - Financial Advisor: Perry Heles?
Nearby financial services include another Edward Jones advisor, Brady M Drazich, State Farm agent Sharlene Downs, and American Family Insurance - Dale Johnson, which could be helpful for additional financial or insurance needs.
What nearby healthcare options are available around Edward Jones - Financial Advisor: Perry Heles?
Nearby healthcare providers include EverHealth Chiropractic, Chanhassen Dental, Bradley D. Lembke (dentist), and HealthSource Chiropractic of Chanhassen, useful for clients seeking wellness services before or after financial meetings.
Are there any nearby recreational or community places near Edward Jones - Financial Advisor: Perry Heles?
Nearby community and recreational places include MacPhail (music and art school), Brindisi's Pub for dining, and Tentmakers, a local religious organization. These spots provide great options for leisure or community engagement around meeting times.