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: Julie Regan, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Regan, CFP®
What services does Edward Jones - Financial Advisor: Julie Regan, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Julie Regan, CFP® located?
The office is located at 415 East Douglas, O Neill, NE 68763, United States.
What are the business hours of Edward Jones - Financial Advisor: Julie Regan, CFP®?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and closed on weekends.
How can I contact Julie Regan at Edward Jones?
You can contact Julie Regan by phone at +1 402-336-3336 or via email at julie.regan@edwardjones.com.
Is there an online way to schedule a consultation with Julie Regan?
Yes, you can schedule a consultation through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/julie-regan/contact/.
Does Edward Jones offer tools for retirement planning?
Yes, Edward Jones provides a retirement savings calculator available online to help clients prepare for their future.
What languages are spoken by the financial advisors at this Edward Jones office?
The financial advisors at this location speak English.
Are there any fitness centers near Edward Jones - Financial Advisor: Julie Regan, CFP®?
Yes, nearby fitness centers include The Bar of O'Neill and Anytime Fitness, which clients can visit before or after financial consultations to stay active.
What dining options are available near Edward Jones in O Neill?
Clients can enjoy nearby dining options such as La Herradura and China Dragon for Mexican and Chinese cuisine respectively, convenient for meals before or after meetings.
Are there other financial services or banks near Edward Jones - Financial Advisor: Julie Regan, CFP®?
Yes, Pinnacle Bank is nearby, offering banking services which can complement your financial planning needs with Edward Jones.