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: Westin R Weeast
810 Calle Mejia, Santa Fe, NM
87501, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Westin R Weeast
What financial services does Edward Jones - Financial Advisor: Westin R Weeast offer?
They provide personalized investment services including financial advising, investment management, investment funds, and stock brokerage tailored to individual client goals.
What are the specialties of Edward Jones - Financial Advisor: Westin R Weeast?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Westin R Weeast located?
They are located at 810 Calle Mejia, Suite 101, Santa Fe, NM 87501, USA.
What are the business hours for Edward Jones - Financial Advisor: Westin R Weeast?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Westin R Weeast?
You can call their local phone number at +1 620-624-0970 or email westin.weeast@edwardjones.com.
Can I schedule a consultation with Edward Jones - Financial Advisor: Westin R Weeast online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/westin-weeast/contact/.
What is the main focus of Edward Jones - Financial Advisor: Westin R Weeast's investment strategy?
Their focus is on retirement planning, education savings, and tax-efficient investment strategies through personalized advice.
Are there other financial advisory offices near Edward Jones - Financial Advisor: Westin R Weeast?
Yes, nearby is Edward Jones - Financial Advisor: Karen Schotter, another financial advising and service office that clients may consider.
What nearby spots can I visit for relaxation or wellness before or after my appointment?
You can visit Viva Skin by Dr Maali for a medical spa or the Santa Fe Spa for wellness and yoga classes nearby.
Are there any local attractions near Edward Jones - Financial Advisor: Westin R Weeast worth visiting?
Yes, the Maria Benitez Cabaret Theatre and the historic Santa Fe National Cemetery are close by for cultural and historical visits.