Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: YuhChen Yu
580 Lincoln Park Blvd, Kettering, OH
45429, United States
Reviews
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- MBmaria bernalApr 29, 20255.0E-tawn (Yuh Chen) is an awesome financial advisor. She customizes her services according to your goals. If she doesn't know, she will research it for you and get it done. She's also better with follow through than I am, and it's my money.
- SFSarah FilipiakMar 11, 20255.0Yuh Chen is a very smart and compassionate person who truly cares for her clients wellbeing. You can definitely see her passion for helping others through financial literacy and advise for the future! I would send anyone to see her for any financial needs!!
- TCTimothy B. ChoppMar 6, 20255.0Yuh Chen has been such a wonderful help with my personal financial planning and with my business. Recently, she came into our company and met with all of my employees to set them up with 401(k) and in addition, she set up a 401(k) matching through my company for my employees. She is incredibly personal, brilliant, and asks lots of questions to find out what your personal & business financial goals are. She’s the best!!
Frequently Asked Questions About Edward Jones - Financial Advisor: YuhChen Yu
What services does Edward Jones - Financial Advisor: YuhChen Yu provide?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: YuhChen Yu located?
It is located at 580 Lincoln Park Blvd, Suite 133, Kettering, OH 45429, USA.
How can I schedule an appointment with YuhChen Yu?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/yuhchen-yu/contact/.
What are YuhChen Yu's specialties in financial advising?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Is there a mobile app available for Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
Who are the main competitors of Edward Jones - Financial Advisor: YuhChen Yu?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
What languages are spoken at Edward Jones - Financial Advisor: YuhChen Yu?
Services are provided in English.
Which nearby parks can I visit before or after my appointment at Edward Jones?
You can visit Lincoln Park Kettering Ohio and Kettering Central Park, both located nearby for outdoor activities.
Are there any healthcare facilities near Edward Jones - Financial Advisor: YuhChen Yu?
Yes, nearby healthcare facilities include Home Care by Black Stone, Benjamin McCalip, MD, and Caretenders of Dayton.
What entertainment options are available near Edward Jones in Kettering?
The Fraze Pavilion, a music and concert venue, is located nearby and offers various entertainment events.