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: Jana Wheatley
12271 West Center, Omaha, NE
68144, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jana Wheatley
What services does Edward Jones - Financial Advisor: Jana Wheatley offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Jana Wheatley located?
The office is located at 12271 West Center, Omaha, NE 68144, USA.
How can I contact Jana Wheatley at Edward Jones?
You can call them at +1 402-330-8668 or email jana.wheatley@edwardjones.com.
What specialties does Jana Wheatley have in financial advising?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Can I schedule an appointment online with Edward Jones advisor Jana Wheatley?
Yes, appointments can be scheduled via their reservation page: https://www.edwardjones.com/us-en/financial-advisor/jana-wheatley/contact/
What languages are spoken at Edward Jones - Financial Advisor: Jana Wheatley?
English is spoken at this office.
Is there a mobile app to access Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS on their respective app stores.
What nearby shopping options are available around Edward Jones - Financial Advisor: Jana Wheatley?
Nearby shopping includes Westwood Plaza, T.J. Maxx, and Payless ShoeSource, which customers can visit before or after their financial advising sessions.
Are there any nearby recreational activities near Edward Jones - Financial Advisor: Jana Wheatley?
Yes, Austad's Golf is nearby, providing golf equipment and related services for leisure time.
Where can I find dining options close to Edward Jones - Financial Advisor: Jana Wheatley?
Godfather's Pizza is a nearby restaurant where customers can enjoy a meal before or after their visit.