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: Katie Lazo, AAMS®
801 E Morehead St, Charlotte, NC
28202, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Lazo, AAMS®
What services does Edward Jones - Financial Advisor: Katie Lazo, AAMS® provide?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of the financial advisor Katie Lazo at Edward Jones?
Her specialties include 401(k) plans, Roth IRAs, 529 College Savings Plans, and life insurance.
How can I schedule an appointment with Edward Jones - Financial Advisor: Katie Lazo?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/katie-tan/contact/.
What are the business hours of Edward Jones - Financial Advisor: Katie Lazo?
The office is open during normal business hours and is available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Katie Lazo located?
Their office is located at 801 E Morehead St, Ste 307, Charlotte, NC 28202, USA.
How can I contact Edward Jones - Financial Advisor: Katie Lazo?
You can call them at +1 704-333-6310 or email katie.tan@edwardjones.com.
Which languages are spoken by Edward Jones - Financial Advisor: Katie Lazo?
They provide services in English.
Are there any nearby financial or mortgage services close to Edward Jones - Financial Advisor: Katie Lazo?
Yes, nearby financial service providers include Brien J. Brandenburg at Mutual of Omaha Reverse Mortgage and mortgage brokers like Zebulon Fry and PMAC Lending Services, which may complement your investment and mortgage planning needs.
What nearby health and wellness options are available near Edward Jones - Financial Advisor: Katie Lazo?
For relaxation and wellness, you can visit Queen City Bath House (beauty and spa), Flow Chiropractic, or My Kneads massage therapy services located nearby.
Are there any local community services or nonprofits near Edward Jones - Financial Advisor: Katie Lazo?
Yes, organizations such as Girl Talk Foundation, Girls on the Run Greater Charlotte, and the 24 Foundation are located nearby and might be of interest for community engagement.