Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Erik Federer, CFP®
825 E Columbus St, Kenton, OH
43326, United States
Hours
Reviews
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- MLMiranda LytleJun 2, 20245.0Erik is a fantastic financial advisor. I refer him to everyone I know. In addition to being very knowledgeable and an expert in his field his background as a CPA helps him identify other possible opportunities to save money and build wealth. Highly recommend!
- LHLance HumbleMay 16, 20185.0Phil Ulrey has a real entrepreneurial quality about him. His entrepreneurial spirit is what differentiates him and makes him successful. Phil employs a systematic approach to client service, marketing and investing. He is very proactive, rather than reactive, to clients. His practices run like a well-oiled machine that is poised for growth. You can always trust Phil to have your best interests at heart.
- JMJay McAllisterMay 16, 20185.0Phil has been my financial advisor for several years and I have had nothing but the best experiences working with him. He has helped me plan for retirement in a meaningful and thoughtful way. He has also assisted with 401(k) rollovers and life insurance. He and his office staff are extremely friendly and easy to get along with. Everything they do is completed in a thorough and timely manner. Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Erik Federer, CFP®
What services does Edward Jones - Financial Advisor: Erik Federer, CFP® provide?
They offer financial advising, investment management, investment funds, and stock brokerage services to help you meet your financial goals.
Where is Edward Jones - Financial Advisor: Erik Federer, CFP® located?
The office is located at 825 E Columbus St, Kenton, OH 43326, USA.
What are the office hours for Edward Jones - Financial Advisor: Erik Federer, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I schedule an appointment with Edward Jones - Financial Advisor: Erik Federer, CFP®?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/erik-federer/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Erik Federer, CFP®?
They speak English at this financial advisory office.
How can I get in touch with Erik Federer, CFP® at Edward Jones?
You can contact Erik Federer by phone at +1 419-674-9005 or by email at erik.federer@edwardjones.com.
Are there any nearby stores where I can shop after visiting Edward Jones?
Yes, nearby shopping options include Ace Hardware, Sherwin-Williams Paint Store, Showplace Rent To Own, and Mi Tierra Mexican Store.
What nearby places can help with automotive needs around Edward Jones in Kenton?
Nearby automotive services include Superior Auto, NAPA Auto Parts - Northwest Ohio Auto Parts Inc, Northwest Ohio Auto Parts - Kenton, and Kenton Napa.
Are there any nearby places for seniors and community support near Edward Jones?
Nearby services for seniors and community support include Hardin Crest Apartments and the Hardin County Council On Aging.
What nearby recreational places are there for leisure near Edward Jones in Kenton?
Robinson Field park and The Palace Gaming arcade and sports venue are nearby places to enjoy before or after your visit.