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: Jan Frazee, CFP®|ChFC®
4680 Parkway Dr, Mason, OH
45040, United States
Hours
Reviews
1.0
1 reviews
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1 star
1
- CFClinton FreelandDec 23, 20241.0Niether her, nor her team returns calls. A simple question about a power of attorney can't be answered. She is always 'in the office', yet no one can find her. Weeks needing answers and she fails every time.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jan Frazee, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Jan Frazee offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Jan Frazee?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Jan Frazee at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jan-frazee/contact/.
Where is Edward Jones - Financial Advisor: Jan Frazee located?
The office is located at 4680 Parkway Dr, Suite 425, Mason, OH 45040, USA.
What languages are spoken at this Edward Jones location?
They provide services in English.
What is the best way to contact Edward Jones - Financial Advisor: Jan Frazee?
You can call them at +1 513-492-8194 or email jan.frazee@edwardjones.com.
Are there nearby mortgage brokers to Edward Jones - Financial Advisor: Jan Frazee?
Yes, nearby mortgage brokers include David Viox - VanDyk Mortgage Corporation, Brock Glover NMLS# 2023662, Julia Chernov VanDyk Mortgage, James Covington - VanDyk Mortgage Corporation, and Brock Glover - VanDyk Mortgage.
Which real estate agents are located near Edward Jones - Financial Advisor: Jan Frazee?
Nearby real estate agents include Waldeck Home Sales, Houses By Vic, Finding Home Cincinnati, Tiffany Blair Wright - Keller Williams Pinnacle Group, Nancy Smith - Keller Williams Pinnacle Group, and many others.
How can nearby employment agencies help someone visiting Edward Jones?
Employment agencies near Edward Jones, such as Messina Management Systems and Novo Staffing, can assist clients looking for job placement or career support alongside their financial planning needs.
Does Edward Jones offer any online tools for retirement planning?
Yes, Edward Jones offers an online retirement savings calculator that you can try to help prepare for your financial future at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.