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: Kevin J Surnear
2400 Wales Avenue NW, Massillon, OH
44646, United States
Reviews
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- CKChris KiblerMay 28, 20255.0I have known Kevin for several years. He's a family man that values what's best for his clients when it comes to growing & distributing their wealth. He works hard for his clients well being. I highly recommend Kevin as often as I can.
- JAJ AustinApr 21, 20255.0Kevin is extremely knowledgeable, professional, and genuinely dedicated to helping people make smart financial decisions. He truly wants what’s best for you and your financial future.
- CCCourtney ChapmanApr 2, 20255.0Kevin is knowledgeable, trustworthy and cares about getting to know his clients in order to develop a personalized financial plan.
- SBSara BowmanApr 2, 20255.0Kevin is wonderful! He's extremely knowledgeable and trustworthy, everything you would want in a financial advisor!
- SSStacey SurnearOct 24, 20245.0Kevin is extremely passionate about helping others and guiding them in a successful financial plan. he has firsthand experience in the unique plans it takes to plan for a future with a special-needs child. I highly recommend his services!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin J Surnear
What services does Edward Jones - Financial Advisor: Kevin J Surnear offer?
The office offers financial advising, investment management, investment funds, and stock brokerage services.
Who can I contact to schedule a financial advising appointment with Kevin J Surnear?
You can schedule an appointment online via the Edward Jones website or contact them at +1 330-830-1482.
What are the office hours for Edward Jones - Financial Advisor: Kevin J Surnear?
The office is open regularly but operates by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Kevin J Surnear located?
The office is located at 2400 Wales Avenue NW, Suite H, Massillon, OH 44646, USA.
What are some specialties of Edward Jones - Financial Advisor: Kevin J Surnear?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Are there any financial institutions nearby Edward Jones - Financial Advisor: Kevin J Surnear?
Yes, nearby banks include Citizens Bank and Charter One Bank, which can be helpful if you need banking services alongside your financial advising.
What insurance agencies are near Edward Jones - Financial Advisor: Kevin J Surnear?
Nearby insurance agencies such as Farmers Insurance - Kayla Hufstetler, Buell & Olivieri Insurance, and Hostetler Insurance Group can assist with various insurance needs.
Are there any medical or dental services close to Edward Jones - Financial Advisor: Kevin J Surnear?
Yes, multiple healthcare providers including dentists like Dr. Kathleen A. Petit, DDS and orthodontists like Mark C Durkee are nearby, useful for clients seeking medical or dental appointments before or after a financial advising session.
Does Edward Jones - Financial Advisor: Kevin J Surnear support clients in languages other than English?
Currently, services are offered in English.
Where can I learn more about IRAs from Edward Jones?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.