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: Philip J Ulery, CFP®|AAMS®
3769 Columbus Pike, Delaware, OH
43015, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Philip J Ulery, CFP®|AAMS®
What kind of investment services does Edward Jones - Financial Advisor: Philip J Ulery offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Philip J Ulery located?
The office is located at 3769 Columbus Pike, Ste 120, Delaware, OH 43015, United States.
What are the office hours for Edward Jones - Financial Advisor: Philip J Ulery?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Philip J Ulery?
You can contact them by phone at +1 740-549-0459 or by email at philip.ulery@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Philip J Ulery?
Yes, appointments can be made online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/philip-ulery/contact/
Which languages are spoken by Edward Jones - Financial Advisor: Philip J Ulery?
Services are provided in English.
Does Edward Jones offer a mobile app for managing investments?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help manage your investments on the go.
What nearby healthcare services are close to Edward Jones office in Delaware, OH?
Nearby healthcare services include Delaware Pediatric Dentistry, The Eye Care Studio, Minga Orthodontics, Sexton Dental, Ame Cline O.D., and The Retina Group, providing dental, optometry, and eye care services.
What educational institutions are near Edward Jones - Financial Advisor: Philip J Ulery?
Franklin University Delaware Location and Ohio Wesleyan University are nearby, which may be convenient for students or university staff seeking financial advice.
Are there recreational spots close to Edward Jones in Delaware, OH?
Yes, Delaware Golf Club and Delaware City Wetlands Park are nearby, ideal for customers who want to enjoy recreational activities before or after their financial consultations.