Edward Jones - Financial Advisor: Kellee Ablard, CRPC™

5.0
4 reviews
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Business Details

16233 Kenyon Ave, Lakeville, MN
55044, United States
(952) 255-8022
https://www.edwardjones.com/us-en/financial-advisor/kellee-ablard
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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: Kellee Ablard, CRPC™
16233 Kenyon Ave, Lakeville, MN
55044, United States

Hours

Reviews

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  • SW
    Steve Wells
    May 3, 2022
    5.0
    These guys are terrific. At a time of great transition in my financial life, they patiently talked me through the details of next steps. Every time it was possible, they got on the phone right away, while I was in the office, to resolve any questions with the front office or whomever. My applause and gratitude to Bri and Kellee!
  • JK
    Jen Kroska
    Oct 22, 2021
    5.0
    Kellee, Thank you for taking the time to talk to my husband and me about our finances. I very much appreciate the time you spent discussing options with us. You made transferring old plans into one seem so easy and Bri helping organizing the papers for us made this go swimmingly. I feel more confident and less stressed in for retirement plans/future.
  • EC
    Eric Christensen
    Apr 14, 2021
    5.0
    I'm a PhD economist so I understand risk and investing. Still, I have greatly benefited from working with Kellee Ablard and Bri King at Edward Jones. They have been responsive to me and given me good advice and brought various investment options to my attention. You need an objective, outside view as it is easy to be emotional with your own money.
  • AP
    Andy Pastotnik
    Apr 13, 2021
    5.0
    Kellee and Bri have always been top notch! No question is ever a stupid question, no task/process/investment/etc is below them. I've never felt like I was being sold a gimmick or pressured into anything. Anytime I've had a question or concern they've either got me the answer or got me to someone who did. At this branch I actually feel like they know my family and what we want in our future.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Kellee Ablard, CRPC™

What are the main financial services offered by Edward Jones - Financial Advisor: Kellee Ablard?

The office offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.

What are the office hours for Edward Jones - Financial Advisor: Kellee Ablard?

The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:30 PM, and is closed on Sundays and Saturdays except by appointment on Saturdays.