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: Nate Whited, CFP®|CRPC™
991 Sibley Memorial Hwy, Lilydale, MN
55118, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Nate Whited, CFP®|CRPC™
What services does Edward Jones - Financial Advisor Nate Whited offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor Nate Whited?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 4:00 PM, and closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
Where is Edward Jones - Financial Advisor Nate Whited located?
The office is located at 991 Sibley Memorial Hwy, Suite 200, Lilydale, MN 55118, United States.
How can I contact Edward Jones - Financial Advisor Nate Whited?
You can call the office at +1 651-686-5182 or email nate.whited@edwardjones.com.
Can I make an appointment online with Edward Jones - Financial Advisor Nate Whited?
Yes, appointments can be made online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/nate-whited/contact/.
Does Edward Jones - Financial Advisor Nate Whited offer any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor Nate Whited?
They provide services in English.
What nearby financial services are located near Edward Jones - Nate Whited?
Nearby financial services include Shamrock Wealth Management and The Caim Divorce Solutions, which also offer financial advising and investment services.
Are there nearby restaurants where I can dine before or after visiting Edward Jones - Nate Whited?
Yes, you can visit nearby Italian restaurants such as I Nonni, Osteria I Nonni, or Buon Giorno Deli for a meal or wine bar experience.
What other nearby businesses might be useful after a visit to Edward Jones - Nate Whited?
Nearby useful businesses include 21st Century Bank - Lilydale for banking needs and Snap Fitness for workout and active life activities.