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: Stephanie A Moos
2450 Shawnee Rd, Lima, OH
45806, United States
Hours
Reviews
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2 reviews
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- JRJohn RitchieSep 23, 20255.0Stephanie walked up my driveway 10 years ago and has been our financial advisor since. She is very caring and truly invested in her clients. Is always available for conversation and is very proactive and professional.
Frequently Asked Questions About Edward Jones - Financial Advisor: Stephanie A Moos
What types of financial services does Edward Jones - Financial Advisor: Stephanie A Moos offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Stephanie A Moos?
The office is open Monday through Thursday from 9:00 AM to 4:30 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Stephanie A Moos?
You can schedule an appointment via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/stephanie-moos/contact/.
Where is Edward Jones - Financial Advisor: Stephanie A Moos located?
The office is located at 2450 Shawnee Rd, Lima, OH 45806, United States.
How can I contact Edward Jones - Financial Advisor: Stephanie A Moos by phone or email?
You can call them at +1 419-221-6901 or email stephanie.moos@edwardjones.com.
Does Edward Jones provide any online tools to assist with retirement planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor: Stephanie A Moos?
Services are provided in English.
Are there any nearby places where I can grab food before or after visiting Edward Jones?
Yes, nearby food options include Burger King, McDonald's, Maz Place, La Charreada Shawnee, East of Chicago, and Westside Pizza, offering a variety of fast food, Mexican, and pizza choices.
What nearby healthcare facilities are close to Edward Jones - Financial Advisor: Stephanie A Moos?
Nearby healthcare facilities include Crossroads Urology, Mercy Health - St. Rita's Allergy & Asthma, and Mercy Health Shawnee Family Medicine for various medical needs.
Are there convenient places nearby to refuel or get automotive services when visiting Edward Jones?
Yes, there are several gas stations nearby, including bp America, BP, Duke & Dutchess, and Duchess where you can refuel and access automotive services.