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: Keegan J Schmidt, CFP®
3015 Allegro Park Ln SW, Rochester, MN
55902, United States
Hours
Reviews
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- MMMatthew McLaughlinJun 4, 20255.0My family and I have worked pretty closely with Keegan over the past five or so years on our personal finances. Keegan always makes sure he fully understands our situation and our needs, and then uses his expertise to make recommendations regarding our portfolio, always communicated clearly. I'm a CPA who has worked with an array of advisors (ranging from good to not-so-good, for a variety of reasons). Keegan is personable, respectful, educational, and we've seen pretty impressive returns in our portfolio since moving all of our things over to him (though to disclaim, this is my personal experience and not a guarantee of any result) Jessica is awesome too and always responds quickly and clearly as well. I highly recommend working with them!
- KPKelly PetersonNov 15, 20185.0Keegan is so easy to work with and is amazing at what he does!
- JGJeremy GirgenDec 21, 20165.0Keegan is an outstanding person who really cares. Very thorough and was respectful of concerns.
Frequently Asked Questions About Edward Jones - Financial Advisor: Keegan J Schmidt, CFP®
What services does Edward Jones - Financial Advisor: Keegan J Schmidt, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Keegan J Schmidt, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, appointments are available by appointment only.
Where is Edward Jones - Financial Advisor: Keegan J Schmidt, CFP® located?
The office is located at 3015 Allegro Park Ln SW, Unit B, Rochester, MN 55902, United States.
How can I schedule an appointment with Keegan J Schmidt, CFP® at Edward Jones?
You can schedule an appointment through the online contact form available at https://www.edwardjones.com/us-en/financial-advisor/keegan-schmidt/contact/.
What is the best phone number to contact Edward Jones - Financial Advisor: Keegan J Schmidt, CFP®?
You can reach the office at +1 507-258-4209.
Are there any nearby parks where clients can relax before or after a meeting at Edward Jones?
Yes, Mohn Park and Eagle Ridge Park are nearby options where clients might enjoy some relaxation or a walk before or after their appointment.
Which nearby facilities offer medical or rehabilitation services close to Edward Jones?
Nearby medical-related facilities include the American Board of Physical Medicine and Rehabilitation and Oasis Therapy Center, which may be useful for clients seeking health services in the area.
Are there nearby legal services close to Edward Jones - Financial Advisor: Keegan J Schmidt, CFP®?
Yes, Patterson Dahlberg Injury Lawyers & Workers' Compensation and Davis Law Firm PA are nearby legal service providers clients can consult if needed.
Does Edward Jones provide digital tools to help clients manage their investments?
Yes, Edward Jones offers mobile apps available on Android and iOS to help clients manage their investments on the go.
What sets Edward Jones apart from other financial advisory services?
Edward Jones emphasizes personalized, face-to-face consultations tailored to each client's unique financial goals to help them feel confident and secure in their financial future.