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: James M Kelly, CFP®
622 Valley Road, Upper Montclair, NJ
07043, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: James M Kelly, CFP®
What services does Edward Jones - Financial Advisor: James M Kelly, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor: James M Kelly, CFP®?
The office is open Monday, Wednesday, Thursday, and Friday from 9:00 AM to 5:00 PM and Tuesday from 9:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
Are appointments required to visit Edward Jones on weekdays?
Yes, visits are by appointment only Monday through Friday.
How can I contact Edward Jones - Financial Advisor: James M Kelly, CFP®?
You can contact them by phone at +1 973-655-0167 or email james.kelly2@edwardjones.com.
Where is Edward Jones - Financial Advisor: James M Kelly, CFP® located?
The office is located at 622 Valley Road, Suite 7, Upper Montclair, NJ 07043, USA.
Does Edward Jones have an app I can use for investment management?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to assist with investment management.
Can I book an appointment online with Edward Jones - Financial Advisor: James M Kelly, CFP®?
Yes, appointments can be made online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/james-kelly2/contact/.
How can the nearby Beta Learning center be helpful when visiting Edward Jones?
If you have educational needs or want to visit a learning center, Beta Learning is close by. It could be a convenient stop for clients or friends accompanying you to your Edward Jones appointment.
What dining options are available near Edward Jones - Financial Advisor: James M Kelly, CFP®?
Nearby restaurants like Turtle + The Wolf and Sapori offer Italian and American cuisine, perfect for a meal before or after your financial consultation.
Are there any nearby wellness or counseling services near Edward Jones?
Yes, services like Hummingbird Counseling and Trauma Center and NextGen Massage and Wellness are nearby, offering options for mental health support and relaxation.