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: Cody M Steele
333 West Main, Ardmore, OK
73401, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody M Steele
What services does Edward Jones - Financial Advisor: Cody M Steele offer?
The services include Financial Advising, Investment Management, Investment Funds, and acting as a Stock Broker.
What specialties does Cody M Steele focus on as a financial advisor?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Cody M Steele?
You can call the main phone at +1 580-396-1468 or the alternate phone at +1 580-223-3870. Email contact is cody.steele@edwardjones.com.
Where is Edward Jones - Financial Advisor: Cody M Steele located?
The office is located at 333 West Main, Suite 275, Ardmore, OK 73401, US.
Can I schedule an appointment with Cody M Steele online?
Yes, appointments can be scheduled through the reservation URL: https://www.edwardjones.com/us-en/financial-advisor/cody-steele/contact/
Does Edward Jones - Financial Advisor offer mobile apps for financial management?
Yes, apps are available for Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What language is primarily used by Cody M Steele at Edward Jones?
The primary language used is English.
Which nearby cafe can I visit before or after meeting with the financial advisor?
You can visit Scout Fresh Foods and Cafe, a nearby sandwich shop and restaurant located close to the office.
Are there financial or insurance agencies near Edward Jones - Financial Advisor: Cody M Steele?
Yes, nearby insurance agencies include TIIPS Agency Ardmore, Karen Black Insurance, Sullivan Insurance Agency, and Insurance Solutions By Belynda Tayar. These could be helpful for complementary insurance needs.
What banking institutions are near Edward Jones' location for additional financial services?
Nearby banks include 1NB, First National Bank and Trust of Ardmore, and First Bank & Trust Co., which can be useful for customers seeking banking alongside investment advice.