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: Tom Wilson
400 SW Longview Blvd, Lee's Summit, MO
64081, United States
Hours
Reviews
5.0
1 reviews
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- RFRed ForemanSep 7, 20165.0I first met Tom when he was going door-to-door meeting and greeting people of the community. Since then has received his accretions and his own agency. We invested. Since then, Tom calls me. All the time. We talk about updates in the market, he asks about my goals and discusses changes that are possible due to market and my ever changing situation. Did you catch that? Tom calls me. Great communication!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tom Wilson
What services does Edward Jones - Financial Advisor: Tom Wilson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with face-to-face financial advice.
What are the business hours for Edward Jones - Financial Advisor: Tom Wilson?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Tom Wilson located?
The office is located at 400 SW Longview Blvd, Ste 250, Lee's Summit, MO 64081, US.
How can I contact Edward Jones - Financial Advisor: Tom Wilson?
You can contact them by phone at +1 816-761-1045 or email tom.wilson@edwardjones.com.
Does Edward Jones - Financial Advisor: Tom Wilson have an online appointment booking option?
Yes, appointments can be booked online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/tom-wilson/contact/
Are there any mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for Android and iOS devices available on Google Play and the Apple App Store respectively.
Which nearby financial institutions can help with banking needs around Edward Jones office?
U.S. Bank, including several branches and ATMs, is nearby for your banking needs.
What nearby health and wellness facilities are close to Edward Jones office?
Better Bodies Pilates, Foundational Concepts Specialty Physical Therapy, and Rejuvenate chiropractic and holistic centers are nearby for health and wellness.
Are there places nearby where I can get counseling or therapy services?
Yes, Brittany Lewis, LPC and Klick Counseling are nearby counseling and mental health service providers.
What nearby dining options can I consider before or after visiting Edward Jones?
You can visit Subway, Rebecca Grill, or Apothecary Wines & Spirits for dining and drinks near the office.