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: Lisa B Pett, AAMS®
125 Wolf Road, Albany, NY
12205, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa B Pett, AAMS®
What services are offered by Edward Jones - Financial Advisor: Lisa B Pett, AAMS®?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Lisa B Pett, AAMS®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM, and is closed on Sundays. On Saturdays, it's open by appointment only.
How can I contact Edward Jones - Financial Advisor: Lisa B Pett, AAMS®?
You can contact them by phone at +1 518-459-2271 or email at lisa.pett@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lisa B Pett, AAMS® located?
The office is located at 125 Wolf Road, Ste 505, Albany, NY 12205, USA.
Do I need to make an appointment to visit Edward Jones on a Saturday?
Yes, the office is open by appointment only on Saturdays.
Can I book a consultation with Lisa B Pett online?
Yes, you can make an appointment through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/lisa-pett/contact/.
What languages are spoken by the staff at Edward Jones - Financial Advisor: Lisa B Pett, AAMS®?
The services are provided in English.
What nearby counseling services can I visit before or after my appointment at Edward Jones?
You can visit Thelma A Costello LMHC Counseling & Therapy or Little Bird Counseling - EMDR and Brainspotting Therapist, both near Edward Jones for mental health and therapy services.
Are there other financial services near Edward Jones - Financial Advisor: Lisa B Pett?
Yes, Blue Jean Financial LLC and Nancy Spinella - Humana Agent offer financial advising services nearby, providing additional options for financial support.
What legal and insurance services are available near Edward Jones?
Nearby you can find legal services at Gold Law Firm, Wesley Clark & Peshkin LLP, Ettinger Law Firm and insurance services at NY Insurance Hub Agency and Jeffrey R Klausner.