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
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Edward Jones - Financial Advisor: Kyle Wilsey, AAMS®
I have been working with Kyle Wilsey as my financial planner since 2020 after I had been experiencing some unexpected life changes. There were many decisions, financialy that I did not know how to navigate and Kyle welcomed me into his office and provided guidance and created a structure to maintain my financial independence as I entered retirement. Before retirement, I had never considered working with a financial planner. Looking back, I wish I had reached out sooner. I could have learned so much earlier about things, like whether it makes more sense to make an extra mortgage payment or put more money into my IRA. Kyle helped me understand options I hadn't even thought about before and showed me how to make the most of my money without feeling overwhelmed. One thing I truly appreciate about Kyle is how he stays in touch. He calls every few months just to check in, not only about fianances, but to see how I'm doing personally. We meet once a year in person to go over my goals, review my accounts, and make sure everything is on track. I always leave those meetings feeling reassured and informed. Kyle is easy to reach and always gets back to me quickly. He takes the time to explain things in a way that makes sense to me. I need to mention Suzanna Johnson, the Senior Branch Office Administrator. She's wonderful. She's warm, efficient, and always kind when I call or stop by. Together, Kyle and Suzanna make the Edward Jones office a genuinely welcoming place.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kyle Wilsey, AAMS®
What services does Edward Jones - Financial Advisor: Kyle Wilsey provide?
Edward Jones - Financial Advisor: Kyle Wilsey provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, investment management, and stock & bond brokerage.
Where is Edward Jones - Financial Advisor: Kyle Wilsey located?
The office is located at 3640 Mayberry Dr, Suite 103, Reno, NV 89509, USA.
What are the business hours for Edward Jones - Financial Advisor: Kyle Wilsey?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Kyle Wilsey at Edward Jones?
You can contact Kyle Wilsey via phone at +1 775-902-5016 or by email at kyle.wilsey@edwardjones.com.
Is Edward Jones - Financial Advisor: Kyle Wilsey currently open?
Yes, the business is currently open during regular weekday hours and is not closed permanently.
Does Edward Jones - Financial Advisor: Kyle Wilsey offer an online reservation or contact form?
Yes, you can schedule consultations or contact Kyle Wilsey through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/kyle-wilsey/contact/.
What apps are available for Edward Jones services?
Edward Jones offers mobile apps available for Android via the Google Play store and for iOS devices via the Apple App Store.
What nearby real estate agents are close to Edward Jones - Financial Advisor: Kyle Wilsey?
Nearby real estate agents include Shelby Clark, Josephine San Juan-Jose, Jake Kellames Realty, Intero Real Estate Services, and Stitser Properties. These professionals can assist financial clients considering property investments or home purchases in the area.
Are there any parks near Edward Jones - Financial Advisor: Kyle Wilsey where clients can relax?
Betsy Caughlin Donnelly Park is nearby, offering a natural outdoor space where clients can unwind before or after financial consultations.
What other financial or mortgage services are close to Edward Jones - Financial Advisor: Kyle Wilsey?
Nearby financial service providers include Guild Mortgage Company, Guild Mortgage lenders Melody Lofstedt, Jeremiah Eck, Jessica Estes, mortgage broker Brent Adams, The Kirsch Team at Guild Mortgage, and Stewart Title - Reno Mayberry Gardens Branch, providing complementary mortgage and title services.