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: Beth Lorenz, CFP®|CEPA®
153 Washington Street, Keene, NH
03431, United States
Hours
Reviews
5.0
1 reviews
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- TMTim MatsonJul 17, 20255.0I sat down with Beth for my business and personal financial planning. She was incredibly helpful. I highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Beth Lorenz, CFP®|CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Beth Lorenz?
The office is open Monday, Tuesday, Thursday, and Friday from 9:00 AM to 5:00 PM, and on Wednesday from 9:00 AM to 7:00 PM. It is closed on Saturdays and Sundays, but available by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Beth Lorenz located?
The office is located at 153 Washington Street, Suite A, Keene, NH 03431, United States.
How can I contact Edward Jones - Financial Advisor: Beth Lorenz?
You can call the main phone number at +1 603-819-4648, the alternate phone at +1 603-283-6646, or email beth.lorenz@edwardjones.com.
What financial services does Beth Lorenz at Edward Jones offer?
Services include financial advising, investment management, investment funds, and stock brokerage. Specialties include 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Can I schedule an appointment online with Beth Lorenz?
Yes, you can schedule an appointment online via the reservation page at https://www.edwardjones.com/us-en/financial-advisor/beth-lorenz/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator, which you can try here: https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby places can help me find Edward Jones in Keene?
Nearby places such as Keller Williams Realty Keene and Sara JJ Sheehan Keller Williams Realty Metropolitan-Keene are close to Edward Jones and can serve as landmarks to help locate the office.
What are some local spots to visit after a meeting with Beth Lorenz?
After your meeting, you might enjoy visiting the Monadnock Children's Museum for family fun or relax at Keene Massage Works for a spa treatment nearby.
Are there wellness services near Edward Jones in Keene?
Yes, there are several nearby wellness services such as Clinical Hypnotherapy, Cliff Stuckey LMT Massage & Body Work, and Divinely Inspired Reiki.
What competitors does Edward Jones - Financial Advisor: Beth Lorenz have in the financial advisory space?
Some competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.