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: Whitney T Poettgen, CEPA®
24 NW Chipman Rd, Lees Summit, MO
64063, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Whitney T Poettgen, CEPA®
What services does Edward Jones - Financial Advisor Whitney T Poettgen offer?
Whitney T Poettgen offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor Whitney T Poettgen located?
It is located at 24 NW Chipman Rd, Suite A, Lees Summit, MO 64063, USA.
How can I schedule an appointment with Whitney T Poettgen?
You can schedule an appointment through the online contact form at https://www.edwardjones.com/us-en/financial-advisor/whitney-poettgen/contact/.
What are some specialties of financial advising provided by Whitney T Poettgen?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken by the financial advisor Whitney T Poettgen?
Whitney T Poettgen speaks English.
Is Whitney T Poettgen currently accepting clients?
Yes, the business is open and accepting clients.
Where can I learn more about IRAs recommended by Edward Jones?
You can learn more about IRAs on the official Edward Jones website at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.
Are there other Edward Jones financial advisors near Whitney T Poettgen's office?
Yes, nearby is Edward Jones - Financial Advisor Lauren Berry as well as another Edward Jones office, both providing financial advising services.
What nearby health services are close to Edward Jones at 24 NW Chipman Rd?
Nearby health services include Summit Pediatric Dentistry, Tim O'Bryan DDS, Kristen Kimberly Niewald, Niewald Matt A DDS, Pediatric Associates, and several other dental and medical providers.
What fitness and wellness options are available near Whitney T Poettgen's office?
Nearby fitness and wellness options include Functional Health Solutions KC gym, Glory MMA & Fitness, Xtreme Family Fitness, Spartan Athletics, Xtreme Gymnastics, Better You Fitness, Motus Ninjas gym, and Rhonda Durham LMT massage therapy.