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: Andrew K Stepleton, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Andrew K Stepleton, CFP®
What type of financial services does Edward Jones - Financial Advisor: Andrew K Stepleton offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Andrew K Stepleton located?
The office is located at 237 South Main Street, Findlay, OH 45840, United States.
What are the business hours for Edward Jones - Financial Advisor: Andrew K Stepleton?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:30 PM. It is closed on Saturdays and Sundays.
How can I contact Andrew K Stepleton at Edward Jones?
You can call the main phone at +1 419-495-8326, use the alternate phone +1 419-425-4300, or email andrew.stepleton@edwardjones.com.
Can I book an appointment with Andrew K Stepleton online?
Yes, appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/andrew-stepleton/contact/.
Are the Edward Jones mobile apps available for clients?
Yes, Edward Jones provides mobile apps available for Android and iOS devices via Google Play and the Apple App Store.
What languages are spoken at this Edward Jones office?
Services are provided in English.
What nearby dining options are available when visiting Edward Jones - Financial Advisor: Andrew K Stepleton?
Nearby dining includes The Gathering, which is a bar and restaurant, Anvil Upstairs At the Gathering offering American cuisine, and Rossilli's Restaurant serving Italian and American dishes, great for a meal before or after your visit.
Are there any nearby financial institutions close to Edward Jones - Financial Advisor: Andrew K Stepleton?
Yes, nearby financial institutions include First Federal Bank, WesBanco Bank, Premier Bank (becoming WesBanco), and another Edward Jones financial advisor office for additional services.
What nearby locations could assist with legal or real estate services near Edward Jones in Findlay?
Nearby legal and real estate services include Hancock County Public Defender, Assured Title Agency, Oxley, Malone, Hollister, Warren & Spaeth PLL, and real estate agents like Colleen Robinson and Ray Frankart- Key Realty Findlay, all of which might be useful if you need comprehensive financial planning involving legal or property matters.