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: David H Lavelle, CFP®|AAMS®
12417 Cedar Rd, Cleveland Heights, OH
44106, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations.
Where is Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS® located?
They are located at 12417 Cedar Rd, Ste #15, Cleveland Heights, OH 44106, USA.
How can I contact David H Lavelle’s Edward Jones office?
You can call them at +1 216-231-7160 or email david.lavelle@edwardjones.com.
Can I schedule a consultation with David H Lavelle online?
Yes, you can schedule a consultation via their contact page: https://www.edwardjones.com/us-en/financial-advisor/david-lavelle/contact/
What languages are supported at this Edward Jones office?
Services are provided in English.
Are there any mobile apps available for accessing Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices.
What can I do before or after my financial consultation near 12417 Cedar Rd?
You can enjoy a meal at nearby Vero Pizzeria & Gelato or Vero Pizza Napoletana, or grab coffee at Starbucks and Liquid Planet Café.
Are there professional services near Edward Jones that might be useful?
Yes, nearby services include Crimson & Clover Events for event planning, Cleveland Data Center for IT support, and Silver Dolphin Solutions for web design and advertising.
What healthcare-related services are available near Edward Jones?
Nearby healthcare providers include Debra L. Dunkle & Associates (psychologist), Alan Federman Psychotherapy, and Dr. Ana Maria Carrillo, Ph.D.
How does Edward Jones ensure client privacy?
Edward Jones uses and protects client data following their Privacy and Security guidelines available on their website.