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: Jeffrey W Overberg
404 Hamilton Rd, Wapakoneta, OH
45895, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey W Overberg
What services does Edward Jones - Financial Advisor: Jeffrey W Overberg offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
How can I contact Edward Jones - Financial Advisor: Jeffrey W Overberg?
You can contact them by phone at +1 419-738-9658 or via email at jeffrey.overberg@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jeffrey W Overberg located?
They are located at 404 Hamilton Rd, Suite 1, Wapakoneta, OH 45895, USA.
How can I book an appointment with Edward Jones - Financial Advisor: Jeffrey W Overberg?
Appointments can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeffrey-overberg/contact/.
Is there a mobile app available for Edward Jones services?
Yes, Edward Jones provides mobile apps available on Android and iOS platforms for convenient access to their services.
What languages are spoken at Edward Jones - Financial Advisor: Jeffrey W Overberg?
The services are offered in English.
How does Edward Jones handle client data privacy?
Edward Jones uses and protects client data responsibly; details can be found on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
What other financial services are available near Edward Jones - Financial Advisor: Jeffrey W Overberg?
Nearby you can find other financial services such as Edward Jones - Financial Advisor: Zach McKibben and First National Bank of New Bremen, which may be useful for additional financial or banking needs.
What amenities are near Edward Jones for visitors or clients?
Visitors can check out nearby places including Laurelwood Apartments for accommodation, H Boutique VIP for shopping, and Community Markets for grocery needs.
Are there any nearby dining options near Edward Jones - Financial Advisor: Jeffrey W Overberg?
Yes, nearby dining options include Cj's Pizza and Lulu's Diner, perfect spots to visit before or after your financial consultation.