Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Heather L Bergen
192 Northwest Oldham Parkway, Lees Summit, MO
64081, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Heather L Bergen
Who is Heather L Bergen at Edward Jones?
Heather L Bergen is a financial advisor at Edward Jones located in Lees Summit, MO, offering personalized investment advice and financial services.
What financial services does Edward Jones - Heather L Bergen provide?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What are some specialties offered by Heather L Bergen's office?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Heather L Bergen?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/heather-bergen/contact/.
What languages are spoken at Edward Jones - Heather L Bergen?
English is spoken at this office.
What is the contact phone number and email for Edward Jones - Heather L Bergen?
+1 816-525-0770 is the main phone number and the email is heather.bergen@edwardjones.com.
Are there apps available to access Edward Jones services on mobile devices?
Yes, they have an Android app available on Google Play and an iOS app on the Apple App Store.
What are some nearby places I can visit when coming to Edward Jones - Heather L Bergen in Lees Summit?
Nearby places include Lees Summit License Office for DMV needs, Hair by Jessica for beauty services, and Spectrum for internet and phone services.
If I am visiting Edward Jones, what local fitness centers are close by?
Genesis Health Clubs - Lee's Summit West and Summit Fitness are local gyms nearby where you can work out before or after your visit.
What nearby spots can I check out for relaxation or beauty treatments near Edward Jones - Heather L Bergen?
Nearby options include Bleu Cryotherapy & Wellness, Saphar beauty salon, and Opulent reflexology & massage for wellness and beauty services.