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
Frequently Asked Questions About Edward Jones - Financial Advisor: Peter Lai
What services does Edward Jones - Financial Advisor: Peter Lai offer?
Edward Jones provides personalized investment services such as retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Peter Lai located?
The office is located at 1524 East Primrose, Suite B, Springfield, MO 65804, USA.
What are the business hours for Edward Jones - Financial Advisor: Peter Lai?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Peter Lai?
You can contact them by phone at +1 417-881-5358 or email at peter.lai@edwardjones.com.
Is it possible to schedule an appointment online with Peter Lai?
Yes, you can schedule an appointment via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/peter-lai/contact/.
Does Edward Jones - Financial Advisor: Peter Lai offer any online tools for retirement planning?
Yes, they feature an online retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby financial services can I visit along with Edward Jones - Financial Advisor: Peter Lai?
Nearby you can find Wilks & Associates - Ameriprise Financial Services, LLC and Mitchell & Associates Financial, LLC, which offer additional financial advisory and investing services.
Are there any legal services located near Edward Jones - Financial Advisor: Peter Lai?
Yes, nearby legal services include Van Pelt & Van Pelt Attorneys At Law, Parmele Law Firmx, and Lampert Law Office, which could be useful if you require legal consultation alongside financial planning.
What medical or wellness facilities are close to Edward Jones - Financial Advisor: Peter Lai?
Close to Edward Jones are Health Guardian Imaging Center, Health Hub, Rehab Co (physical therapy), and several spas such as Prominence Med Spa and Acacia Spa, ideal for wellness visits before or after your financial meeting.
Which languages are supported by Edward Jones - Financial Advisor: Peter Lai for client consultations?
Consultations are conducted in English to ensure clear and effective communication.