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: Steven Kopf
1961 Wehrle Drive, Williamsville, NY
14221, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Steven Kopf
What services does Edward Jones - Financial Advisor: Steven Kopf offer?
The advisor provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Steven Kopf located?
The office is located at 1961 Wehrle Drive, Ste 2, Williamsville, NY 14221, USA.
What are the regular office hours for Edward Jones - Financial Advisor: Steven Kopf?
The office is open Monday and Thursday from 9:30 AM to 5:00 PM, Tuesday and Wednesday from 9:30 AM to 8:00 PM, Friday from 9:30 AM to 4:00 PM, and is closed on Saturdays and Sundays. Additionally, appointments are available by appointment only on Wednesdays and Saturdays.
How can I schedule an appointment with Edward Jones - Financial Advisor: Steven Kopf?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-kopf/contact/ or by calling +1 716-634-7035.
Is Edward Jones - Financial Advisor: Steven Kopf available in multiple languages?
Yes, services are available in English.
What privacy information is available for clients of Edward Jones?
Edward Jones has a Privacy and Security page detailing how client data is used and protected, accessible at https://www.edwardjones.com/us-en/privacy.
Are there any nearby wellness or health services near Edward Jones - Financial Advisor: Steven Kopf?
Yes, nearby wellness and health services include Emerging Vibrant Woman (reiki and life coaching), Vitality bodywork + Massage (massage and spa services), Acupuncture Works (acupuncture and reflexology), and Neck & Back Pain Relief Center (chiropractic and holistic health). These could be convenient for clients seeking holistic health options before or after financial consultations.
Can I visit any nearby financial or investment service providers near Edward Jones?
Yes, nearby financial service providers include Kautz financial Suite 9, Sage Investment Group, Strategic Investments & Holdings, and Kautz/Buckley Independent Wealth Management, which might be of interest for additional financial services or referrals.
What nearby services can assist with business or professional needs around Edward Jones?
Nearby professional and business services include Med Tel Outcomes (IT and software development), Caboodle Printing, GFD Patents LLC (patent law), and Continental Fan Manufacturing Inc. These services can be useful for clients involved in business or entrepreneurship.
Does Edward Jones - Financial Advisor: Steven Kopf offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS. The Android app can be downloaded from the Google Play Store, and the iOS app is available on the Apple App Store.