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: Sara C Fitzpatrick, ChFC®
1300 Hrc Plaza Dr, Lake St Louis, MO
63367, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- BSBill SchulzNov 21, 20225.0Sara is an awesome financial services representative! She has handled our investments for many years and I could not be happier with her performance.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sara C Fitzpatrick, ChFC®
What personalized investment services does Edward Jones provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Sara C Fitzpatrick located?
The office is located at 1300 Hrc Plaza Dr, Lake St Louis, MO 63367, United States.
What are the business hours for Edward Jones - Financial Advisor: Sara C Fitzpatrick?
Open Monday to Thursday from 8:00 AM to 4:30 PM, Tuesday until 5:30 PM, and Friday until 3:30 PM. Closed on Saturdays and Sundays.
How can I contact Sara C Fitzpatrick at Edward Jones?
You can reach Sara Fitzpatrick by phone at +1 636-477-8711 or via email at sara.fitzpatrick@edwardjones.com.
Is it possible to schedule a consultation with Sara Fitzpatrick online?
Yes, consultations can be arranged through the contact page at https://www.edwardjones.com/us-en/financial-advisor/sara-fitzpatrick/contact/
What are some of the competitors to Edward Jones in the financial advisory space?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any nearby banks that could be useful when visiting Edward Jones at Lake St Louis?
Yes, Great Southern Bank, US Bank, and Bank of America Financial Center are nearby, making it convenient to manage all your financial needs in the area.
What healthcare services are located near Edward Jones in Lake St Louis?
Nearby healthcare providers include Axes Physical Therapy, Hope Headache and Neurology (Dr. Dawson and Dr. Sivakumar), Hill Vision Services, Ellie Mental Health, and Dawn Dental offering various medical and wellness services.
Are there any convenient transportation options near the Edward Jones office?
MTM Transit is located nearby, providing transportation services that might help customers reach Edward Jones more easily.
What online resources are available to help with retirement planning through Edward Jones?
Edward Jones offers a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assist in retirement planning.