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: Tristan S Joy, CFP®|CRPC™
250 Highland Pkwy, Upper Sandusky, OH
43351, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tristan S Joy, CFP®|CRPC™
What financial services does Edward Jones - Financial Advisor: Tristan S Joy, CFP®|CRPC™ offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, and investment management tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Tristan S Joy in Upper Sandusky?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I make an appointment with Tristan S Joy at Edward Jones?
You can schedule an appointment via their online reservation system at https://www.edwardjones.com/us-en/financial-advisor/tristan-joy/contact/ or by calling +1 419-835-1011.
Where is Edward Jones - Financial Advisor: Tristan S Joy located?
The office is located at 250 Highland Pkwy, Suite E, Upper Sandusky, Ohio 43351, USA.
Does Edward Jones - Financial Advisor: Tristan S Joy provide multilingual services?
The services are provided in English.
What online resources are available to help me with retirement planning at Edward Jones?
Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your retirement readiness.
Is there a nearby mortgage lender where I can coordinate my financial plans with Edward Jones?
Yes, Rex Grasz - Union Home Mortgage Corp is nearby and provides mortgage lending services, which can complement your investment and financial planning needs.
What local government or community services are near Edward Jones that might assist customers?
The Wyandot County Veteran Service Office in Upper Sandusky is nearby, offering community and public services which might be useful for veterans planning their finances or investments.
Are there any nearby attractions or venues customers can visit around their appointment at Edward Jones?
Customers can visit the Upper Sandusky Fair Grounds or Wyandot County Fairgrounds, which host fairs, concerts, and events, providing an opportunity to enjoy local activities before or after their visit.
How can I contact Edward Jones - Financial Advisor: Tristan S Joy by email or social media?
You may reach Tristan S Joy via email at tristan.joy@edwardjones.com or visit the Facebook page at https://www.facebook.com/628307503973503 for updates and contact.