Edward Jones - Financial Advisor: Katherine C Morosani, CFP®|ChFC®|CEPA®|CLU®
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: Katherine C Morosani, CFP®|ChFC®|CEPA®|CLU®
10 Crispin Ct, Asheville, NC
28803, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Katherine C Morosani, CFP®|ChFC®|CEPA®|CLU®
What services does Edward Jones - Financial Advisor Katherine C Morosani offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor Katherine C Morosani located?
Their office is located at 10 Crispin Ct, Ste 101, Asheville, NC 28803, USA.
What are the regular business hours for Edward Jones - Financial Advisor Katherine C Morosani?
The office is open Monday through Friday from 8:30 AM to 5:30 PM, and is closed on Saturdays and Sundays.
Is it possible to schedule appointments on weekends at the Edward Jones location?
Appointments are available by appointment only on Mondays through Saturdays, but the office is closed on Saturdays, so appointments are mainly during weekdays by prior arrangement.
How can I contact Edward Jones - Financial Advisor Katherine C Morosani?
You can call at +1 828-793-4310 or email katherine.morosani@edwardjones.com for inquiries or to schedule an appointment.
Does Edward Jones have any online or mobile resources available?
Yes, they offer mobile apps for Android and iOS, and a retirement readiness calculator on their website to help with financial planning.
Are there nearby places to visit around Edward Jones that could be of interest to clients?
Yes, nearby places include Re/Max real estate agency for property interests, Youth Villages social services, and Wild Birds Unlimited hobby and pet store, offering clients additional resources and activities around their visit.
Can I visit any nearby financial institutions close to Edward Jones?
Nearby financial institutions include Charles Schwab and TD Ameritrade, which clients might visit for additional financial services or consultations.
Are there any local dining options near Edward Jones worth checking out?
Clients can enjoy nearby restaurants such as Cantina Louie for Tex-Mex cuisine, Frankie Bones for Italian food, Asheville Pizza Company, and Blaze Pizza for quick pizza options.
What other services or businesses can clients find near Edward Jones for convenience?
Clients can find multiple services nearby such as Tru Salon for beauty needs, Movement for Life Physical Therapy, and Office Depot for office supplies, enhancing convenience before or after financial consultations.