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: Patrick J McHale, CFP®|CIMA®
465 N Cleveland Ave, Westerville, OH
43082, United States
Hours
Reviews
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6 reviews
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- KMKelsey McMannusFeb 26, 20255.0Kendall was a great help!
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick J McHale, CFP®|CIMA®
What types of financial services does Edward Jones - Financial Advisor: Patrick J McHale provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Patrick J McHale?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Edward Jones - Financial Advisor: Patrick J McHale?
Appointments can be scheduled by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-mchale/contact/.
What is the location and contact information for Edward Jones - Financial Advisor: Patrick J McHale?
They are located at 465 N Cleveland Ave, Suite 120, Westerville, OH 43082. The main phone number is +1 380-226-6994 and an alternate phone is +1 614-568-8516.
Does Edward Jones - Financial Advisor: Patrick J McHale provide services in any languages other than English?
No, services are offered in English only.
What nearby medical facilities can clients visit before or after their financial consultation?
Nearby medical facilities include Mid-Ohio Pediatrics and Adolescents, Ohio State Primary Care, and The James Mammography Westerville. These can be convenient for clients needing healthcare services around their appointment.
Are there other financial advisors near Edward Jones - Financial Advisor: Patrick J McHale?
Yes, nearby is Edward Jones - Financial Advisor: Kenny Diaz, which is another financial service provider in the area.
How can I find urgent care clinics near Edward Jones - Financial Advisor: Patrick J McHale?
Urgent care clinics nearby include Nationwide Childrens-Urgent care, Westerville Close To Home Center on North Cleveland Ave., and Iha Westar Urgent Care, useful if you need medical assistance while visiting the area.
Does Edward Jones - Financial Advisor: Patrick J McHale have a mobile app for easier access?
Yes, they have mobile apps available on both Android and iOS platforms to help clients manage their investments conveniently.
How does Edward Jones ensure the security and privacy of client data?
Information on data use and protection can be found on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.