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: Joel Wilson, CFP®
192 NW Oldham Pkwy, Lees Summit, MO
64081, United States
Hours
Reviews
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- FCFred CanningNov 30, 20205.0Joel and Crystal have been fantastic to work with. We have had an account with Edward Jones for decades with another financial advisor and never received the attention and personal service that we receive from Joel and Crystal. We are very pleased we switched over our account. We highly recommend their services.
- JSJeremy SpringerMar 14, 20205.0Edward Jones advisor Joel Wilson is a great person to work with. Joel sits on the same side of the table and works through all details to make sure my investments are sound and fit my personal goals for my family. A true professional in Lee’s Summit.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joel Wilson, CFP®
What type of financial services does Edward Jones - Financial Advisor: Joel Wilson, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, investment management, and advisory services tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Joel Wilson?
The office is open Monday to Friday from 8:30 AM to 5:00 PM, with extended hours on Tuesday until 7:00 PM. It is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Joel Wilson at Edward Jones?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/joel-wilson/contact/ or by calling +1 816-554-3128.
Where is Edward Jones - Financial Advisor: Joel Wilson located?
The office is located at 192 NW Oldham Parkway, Lees Summit, MO 64081, USA.
Is it possible to use a mobile app to access Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices, which can be downloaded from the Google Play Store and Apple App Store respectively.
What languages are supported by Edward Jones - Financial Advisor: Joel Wilson?
Services are provided in English.
How can I contact Edward Jones - Financial Advisor: Joel Wilson via email?
You can reach Joel Wilson by email at joel.wilson@edwardjones.com.
What nearby places could I visit around Edward Jones' office?
Near Edward Jones' office you can find the Lees Summit License Office, Hair by Jessica beauty salon, Bleu Cryotherapy & Wellness spa, and the Fitness gyms like Genesis Health Clubs. These locations provide opportunities for errands, wellness, and relaxation before or after your financial consultation.
Is there a nearby DMV office around Edward Jones for convenient vehicle services?
Yes, the Lees Summit License Office and a DMV office are located nearby, making it convenient to handle vehicle registrations or licensing during your visit to Edward Jones.
What beauty and wellness options are available near Edward Jones' Lees Summit office?
Nearby you can find several beauty and wellness establishments including Hair by Jessica, Bleu Cryotherapy & Wellness, Saphar beauty salon, Pretty Icy Icy spa, and Evolve Beauty Bar.