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
gave me wonderful advice over the years and is a really personal and caring person and does a wonderful job to help with any issues with your investments
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven Katz
What services does Edward Jones - Financial Advisor: Steven Katz offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Steven Katz?
The office is open Monday through Thursday from 8:30 AM to 6:00 PM, and Friday from 8:30 AM to 5:00 PM. It is closed on Saturdays and Sundays, but available by appointment on weekends.
How can I contact Steven Katz at Edward Jones?
You can reach Steven Katz by phone at +1 516-785-8510 or by email at steven.katz@edwardjones.com.
Where is Edward Jones - Financial Advisor: Steven Katz located?
The office is located at 3960 A Merrick Road, Seaford, NY 11783, United States.
Do Edward Jones advisors offer consultations by appointment on weekends?
Yes, consultations are available by appointment only on Saturdays and Sundays.
Does Edward Jones - Financial Advisor: Steven Katz have an online presence?
Yes, Steven Katz's profile is available on LinkedIn, and Edward Jones has a dedicated website and apps for both Android and iOS platforms.
What financial planning tools does Edward Jones provide?
Edward Jones offers tools such as a Retirement Savings Calculator to help clients prepare for their financial future.
Which nearby businesses could be useful to visit before or after your appointment at Edward Jones in Seaford?
You might consider visiting nearby places like Seaford Bagels for a meal, or Seaford Cinemas for entertainment before or after your appointment at Edward Jones.
Are there any nearby financial or legal service providers near Edward Jones - Financial Advisor: Steven Katz?
Yes, nearby providers include The Selvin Law Firm for legal services and Bethpage Federal Credit Union for additional financial services.
What nearby wellness and personal care options are available near Edward Jones' office?
Nearby you can find Emotional Wellness LI for mental health counseling, Xtreme Hair Studio and LaCole Salon for beauty services, and Seaford Family Chiro for chiropractic care.