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
Kelly is a Rock Star at Edward Jones! Her patient approach, excellent teaching abilities, and up-to-date knowledge of the financial market make her an invaluable resource. She will help you organize your financial goals and put your future retirement needs at ease. With an outstanding staff and a beautiful office, give Kelly a call to help with your financial goals!
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Nathan Nash
Dec 7, 2023
5.0
Kelly is great to work with, she takes her job seriously and is always prepared with new ideas and market insights every time we meet. Highly recommended. Her team is lovely to work with as well.
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Elaine Faylor
Dec 14, 2022
5.0
Kelly and her staff are very down to earth. They take the time to talk to you and answer your questions so you understand your investments!
EN
Emily Nash
Dec 11, 2022
5.0
Kelly is extremely good at what she does. She is extraordinarily knowledgeable, helpful, resourceful, and I cannot recommend her enough. I'd give her 10 stars if I could!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly Contreras
What types of financial services does Edward Jones - Financial Advisor: Kelly Contreras offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
How can I contact Kelly Contreras for financial advising?
You can contact Kelly Contreras by phone at +1 952-469-2606 or email at kelly.contreras@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kelly Contreras located?
The office is located at 17305 Cedar Avenue South, Suite 250, Lakeville, MN 55044, USA.
Can I schedule a consultation with Kelly Contreras online?
Yes, you can make an appointment via the contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-contreras/contact/.
Does Edward Jones - Financial Advisor: Kelly Contreras have an app for mobile users?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms.
What languages does the Kelly Contreras office support?
Services are provided in English.
What is Edward Jones known for and how long have they been established?
Edward Jones has been established since 1922 and is known for investment management, financial advisory, and consulting services.
Are there other financial advisors near Edward Jones - Financial Advisor: Kelly Contreras?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Cassandra Schmidt and Steven J Gehrke - Ameriprise Financial Services, which could provide alternative consulting options.
What nearby real estate services can clients access around the Edward Jones Lakeville office?
Nearby real estate services include Pam Rasmussen Homes, Coldwell Banker Realty agents like Alain Intharath, and Nicole Larson Homes, useful for clients interested in property investment or relocation.
What other professional services are close to Edward Jones - Financial Advisor: Kelly Contreras?
Clients can also find physical therapy services at NovaCare Rehabilitation, and home improvement stores such as MN Decking & Siding nearby.