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: Nathan Rockholm, CFP®|RICP®|AAMS®
333 S Kirkwood Rd, Kirkwood, MO
63122, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan Rockholm, CFP®|RICP®|AAMS®
What services does Edward Jones - Financial Advisor Nathan Rockholm offer?
Nathan Rockholm provides personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor Nathan Rockholm?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor Nathan Rockholm located?
The office is located at 333 S Kirkwood Rd, Suite 310, Kirkwood, MO 63122, USA.
How can I contact Nathan Rockholm at Edward Jones?
You can reach Nathan Rockholm by phone at +1 314-822-0346 or by email at nathan.rockholm@edwardjones.com.
Is there an app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on the Apple App Store and Google Play for easy investment management.
How can I schedule an appointment with Nathan Rockholm?
You can book a consultation through the online reservation page on Edward Jones’ website.
What should I know about Edward Jones' approach to client data?
Edward Jones is committed to protecting your data; details about their data usage and security are available on their Privacy and Security page.
What nearby financial services are located close to Edward Jones - Financial Advisor Nathan Rockholm?
Nearby financial services include Edward Jones - Financial Advisor John M Laaker, Big Sky Advisors, Trinity Wealth Advisors, Universal Financial Group, and PNC Bank, offering options for clients needing diverse financial expertise or banking needs.
Are there any nearby medical or wellness centers near the Edward Jones office?
Yes, nearby medical and wellness centers include Northbound Treatment Services, Motion Orthopaedics, US Center For Sports Medicine, and InVita Health and Wellness, which may be convenient if you have health appointments before or after your financial consultation.
What local dining and retail spots are near Edward Jones at Kirkwood?
Nearby dining and retail options include Starbucks for coffee, Sushi Bistro for Japanese cuisine, Andy's Frozen Custard for desserts, Your Diamond Source jewelry store, and Smallcakes - a Cupcakery, perfect for grabbing a treat before or after your visit.