Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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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!
MD
Mickey Van Drehle
Mar 14, 2024
5.0
I adore Kelly! I am so out of it when it comes to financial assets, and Kelly is very understanding of that. She wants to help you and never makes you feel stupid. I also adore Nancy and Jonette. My husband and I were unsure of where to go as a LGBTQ couple, but we made the right choice.
ML
Michael Lindberg
Jul 4, 2023
5.0
Kelly is Awesome, My Wife Mary and I were able to retire early at 62 because of Kelly’s financial knowledge and help.
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!
JS
John Schwegman
Dec 5, 2022
5.0
Kelly is a wonderful financial advisor and has worked with my family and I for as long as I can remember. She is very savvy, and I trust her with my retirement. She's takes the time to get to know you - and she always calls to wish me a happy birthday! I can't recommend her enough for your retirement planning.
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.