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.
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Location
Edward Jones - Financial Advisor: Corby Serk, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Corby Serk, CFP®
What services does Edward Jones - Financial Advisor: Corby Serk, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the business hours for Edward Jones - Financial Advisor: Corby Serk, CFP®?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Corby Serk, CFP® located?
They are located at 5125 County Rd 101, Suite 104, Minnetonka, MN 55345, USA.
How can I contact Edward Jones - Financial Advisor: Corby Serk, CFP®?
You can call them at +1 952-522-2524 or +1 952-855-4353, or email corby.serk@edwardjones.com.
Does Edward Jones - Financial Advisor: Corby Serk, CFP® offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator accessible via their featured message link to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Corby Serk, CFP®?
Services are provided in English.
Is there a nearby bank that can complement my financial visits to Edward Jones?
Yes, Wells Fargo Bank is nearby, providing convenient banking services that might complement your financial planning visits.
Where can I find a coffee shop close to Edward Jones - Financial Advisor: Corby Serk, CFP® for a quick break?
Starbucks is located nearby, offering a great place to grab coffee before or after your appointment.
Are there fitness facilities near Edward Jones - Financial Advisor: Corby Serk, CFP® to consider for a healthy lifestyle?
Yes, My Strength Studio and Strength Studio are gyms located nearby, perfect for clients interested in maintaining an active lifestyle.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Corby Serk, CFP®?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/corby-serk/contact/.