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: Julie R Epling
8809 Washington St NE, Albuquerque, NM
87113, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- BDBrenda DuBoseMar 20, 20205.0Julie and Kay are absolutely amazing people. Not only do they manage and keep me updated on my 401k, but the genuinely care. Thank you for all you do!
- ATAndrea TalmadgeJun 1, 20195.0Julie has been my financial advisor for over 10 years now and I can't imagine someone who could take better care of my finances. She makes certain that whenever we meet I understand everything she is doing with my investments, being very patient to explain what my portfolio is doing, going over the goals we have set and our long term objectives. Her morals are impeccable and I trust her completely. She won't let me say "just handle it" - she makes sure I am aware of her actions on my behalf. My average rate of return has been slightly below 13% on my investments and I am on track to retire in style, mostly thanks to her. She took on as clients a couple of friends of mine who did not have as much money, and she also took on my 21 year-old daughter, who had $1,000 to start her retirement account and only investing $100 a month. My daughter gets the same service as I do! Julie is worth her weight in gold and her administrator, Kay is too!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie R Epling
What services does Edward Jones - Financial Advisor: Julie R Epling offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Julie R Epling?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Julie R Epling located?
The office is located at 8809 Washington St NE, Ste 175, Albuquerque, NM 87113, USA.
How can I contact Julie R Epling at Edward Jones?
You can reach Julie R Epling by phone at +1 505-922-1321 or via email at julie.epling@edwardjones.com.
Is there an online way to schedule a consultation with Edward Jones - Financial Advisor: Julie R Epling?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-epling/contact/.
What languages are supported at Edward Jones - Financial Advisor: Julie R Epling?
The services are provided in English.
Are there any nearby healthcare facilities near Edward Jones - Financial Advisor: Julie R Epling?
Yes, nearby healthcare facilities include Interim HealthCare of Albuquerque and Interim Healthcare of Albuquerque NM, which could be useful for clients interested in health-related services.
What entertainment or recreational spots are located near Edward Jones - Financial Advisor: Julie R Epling?
Nearby recreational spots include Albuquerque International Balloon Fiesta and Balloon Fiesta Park, great for clients who want to enjoy local events before or after their appointments.
Are there places to relax or grab a coffee near Edward Jones - Financial Advisor: Julie R Epling?
Yes, Starbucks is located nearby, offering a convenient place to relax or have a coffee before or after your visit.
How can nearby businesses like Siemens and Retail Data Systems complement a visit to Edward Jones?
Nearby businesses such as Siemens and Retail Data Systems indicate a busy business district, which may provide networking or partnership opportunities for clients and professionals visiting Edward Jones.