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
Frequently Asked Questions About Edward Jones - Financial Advisor: Jerrad L Shiets
What personalized financial services does Edward Jones - Financial Advisor: Jerrad L Shiets provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Jerrad L Shiets located?
It is located at 178 W Water St, Oak Harbor, OH 43449, United States.
What are the office hours for Edward Jones - Financial Advisor: Jerrad L Shiets?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on weekends.
How can I contact Edward Jones - Financial Advisor: Jerrad L Shiets?
You can contact them by phone at +1 419-898-0821 or email at jerrad.shiets@edwardjones.com.
Can I book a consultation online with Edward Jones - Financial Advisor: Jerrad L Shiets?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jerrad-shiets/contact/.
Does Edward Jones offer any tools for retirement planning?
Yes, they offer a Retirement Savings Calculator to help you prepare for your financial future, 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: Jerrad L Shiets?
They provide services in English.
Which nearby financial services can I visit along with Edward Jones?
Nearby financial services include Liberty Tax, UIS Insurance & Investments, and St. Bonore Financial Services, providing options for tax preparation, insurance, and investing in Oak Harbor.
Are there any nearby banks near Edward Jones - Financial Advisor: Jerrad L Shiets?
Yes, Croghan Colonial Bank and The National Bank of Ohio are nearby for your banking and loan needs.
What local attractions or services can I explore before or after visiting Edward Jones?
You might enjoy the Oak Harbor Apple Festival, Class A Performing Arts and Tumbling school, or visit The Riverside Roost cafe and Howey’s House of Brews restaurant nearby.