Edward Jones - Financial Advisor: Katie L Thieman, CFP®|ChFC®|AAMS®
5.03 reviews
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: Katie L Thieman, CFP®|ChFC®|AAMS®
3068 South Fremont Avenue, Springfield, MO
65804, United States
Hours
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- TATom AddlemanFeb 28, 20175.0They don't get any better than Katie Thieman. Her advice and guidance has always been spot on and her long term planning for my family is much appreciated.
- DHDarick HemphillMay 13, 20165.0Katie has helped our family meet its financial goals for many years. She is a wonderful, thoughtful advisor that can put up with the craziness that is our family and still stay smiling all the time. We own a small family business in Springfield that is almost 30 years old. She has helped us retain high quality employees by allowing us to offer retirement plans like the big corporate stores.
- TATom AddlemanNov 4, 20135.0Katie is truly exceptional at her job. She took the time to sit down and explain everything to my wife and I and make sure we were comfortable with our full investment strategy. We couldn't be more happy with our selection for a financial adviser. Thanks so much.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie L Thieman, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Katie L Thieman provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Katie L Thieman?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Katie L Thieman?
You can reach them by phone at +1 417-794-5142 or alternatively at +1 417-882-9696. Email contact is available at katie.thieman@edwardjones.com.
Is there an app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help you manage your investments on the go.
Where is Edward Jones - Financial Advisor: Katie L Thieman located?
The office is located at 3068 South Fremont Avenue, Springfield, MO 65804, USA.
How can I make an appointment with Katie L Thieman at Edward Jones?
Appointments can be made through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/katie-thieman/contact/.
Are there any nearby dining options close to Edward Jones in Springfield?
Yes, Haruno, a Japanese sushi restaurant, is located nearby, providing a great dining option before or after your visit.
What other financial services are available near Edward Jones - Financial Advisor: Katie L Thieman?
Nearby financial services include On Q Financial, Jones and Co Insurors, and Schultz, Wood & Rapp P.C. offering complementary financial and insurance services.
Are there any healthcare or wellness services near Edward Jones?
Yes, facilities such as Nurse Judy Botox & Beyond, LLC (medical spa), Carmichael Auto Accident Rehab (chiropractor), and Driftwood Dental are nearby for health and wellness needs.
What other amenities can I find around Edward Jones in Springfield?
Besides financial and healthcare services, nearby places include Springfield Music (music store), Best Friends Forever (pet services and bar), and Missouri Department of Revenue for government services.