Edward Jones - Financial Advisor: Lacy Phelps, CFP®|CEPA®|CAP®|CRPC™
5.02 reviews
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: Lacy Phelps, CFP®|CEPA®|CAP®|CRPC™
7 Kingwood Ave East, Frenchtown, NJ
08825, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Lacy Phelps, CFP®|CEPA®|CAP®|CRPC™
What financial services does Edward Jones - Financial Advisor: Lacy Phelps offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Lacy Phelps?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Lacy Phelps?
You can call them at +1 908-996-1049 or email lacy.phelps@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lacy Phelps located?
They are located at 7 Kingwood Ave East, Unit, Frenchtown, NJ 08825, USA.
How can I schedule an appointment with Edward Jones - Financial Advisor: Lacy Phelps?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lacy-phelps/contact/.
Does Edward Jones - Financial Advisor: Lacy Phelps have an app for mobile access?
Yes, they have apps available on both Android and iOS platforms to manage your investments.
Which language is primarily spoken at Edward Jones - Financial Advisor: Lacy Phelps?
English is the primary language spoken at this advisory service.
What nearby amenities can I visit after meeting at Edward Jones - Financial Advisor: Lacy Phelps?
You can visit Frenchtown Park for outdoor relaxation or enjoy a meal at Napoli Pizza & Italian Restaurant nearby.
Are there other financial advisors near Edward Jones - Financial Advisor: Lacy Phelps?
Yes, you can also find Edward Jones - Financial Advisor: Chloe O Moore nearby for additional financial advising options.
How can nearby services like Frenchtown Pharmacy and UPS Authorized Shipping Provider assist me when visiting Edward Jones?
Frenchtown Pharmacy is convenient for any health or medical needs, and UPS Authorized Shipping Provider can assist with shipping and courier services during your visit or errands.