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
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Edward Jones - Financial Advisor: Kathleen Brandt, CFP®
Knowledgeable and easy to work with we have been customer for a while now. Kathleen and Amy are such a great team.
We watched the performance of Edward Jones VS our other providers and decided to consolidate to Edward Jones. It is so much easier to track our progress now.
We should have done this years ago.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathleen Brandt, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Kathleen Brandt, CFP®?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Kathleen Brandt, CFP® located?
It is located at 100 E. Gay Street, Warrensburg, MO 64093, United States.
What kind of financial services does Edward Jones - Financial Advisor: Kathleen Brandt offer?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and personalized financial advice.
How can I schedule an appointment with Kathleen Brandt at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/kathleen-brandt/contact/.
Is there a way to contact Kathleen Brandt via email or phone?
Yes, you can email at kathleen.brandt@edwardjones.com or call the local phone number at +1 660-747-6128.
Does Edward Jones provide any tools to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there any financial services related businesses near Edward Jones - Financial Advisor: Kathleen Brandt?
Yes, nearby financial services include Western Union, Mike Keith Insurance, and other Edward Jones locations.
What nearby places could I visit after a meeting at Edward Jones - Financial Advisor: Kathleen Brandt?
You might consider visiting Euphoria Salon & Day Spa or Alkeme Aesthetics And Hair Studio for relaxation and beauty services nearby.
Are there legal services close to Edward Jones in Warrensburg?
Yes, nearby legal services include the offices of Troy D. Losh-North Attorney at Law and Lance A. Riddle Law Office.
What transportation or public service locations are near Edward Jones - Financial Advisor: Kathleen Brandt?
Nearby services include the Warrensburg License Office (Department of Motor Vehicles) for driver licensing and registration needs.