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: Dean Surface, CFP®|CEPA®|AAMS®
3069 SE Washington Blvd, Bartlesville, OK
74006, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Dean Surface, CFP®|CEPA®|AAMS®
What financial services does Edward Jones - Financial Advisor: Dean Surface offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and personalized financial advising.
How can I contact Edward Jones - Financial Advisor: Dean Surface?
You can contact them by phone at +1 918-335-8656 or email at dean.surface@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dean Surface located?
They are located at 3069 SE Washington Blvd, Bartlesville, OK 74006, USA.
Does Edward Jones - Financial Advisor: Dean Surface offer online resources or tools?
Yes, they provide an online retirement savings calculator to help you evaluate your retirement readiness.
Is it possible to schedule a consultation with Dean Surface online?
Yes, appointments can be scheduled online through their contact page at Edward Jones' website for Dean Surface.
What languages are supported by Edward Jones - Financial Advisor: Dean Surface?
They offer services in English.
Are there fitness facilities near Edward Jones in Bartlesville?
Yes, Vibe 24/7 Fitness for Women is nearby, providing a convenient option to stay active before or after your financial consultation.
What dining options are available near Edward Jones - Financial Advisor: Dean Surface?
Nearby dining includes Pizza Hut and Dud’s Barbecue and Company, LLC, where clients can enjoy a meal after visiting the advisor.
Are there any healthcare services close to Edward Jones - Financial Advisor: Dean Surface?
Yes, nearby healthcare services include Ascension at Home together with Compassus and Carter Healthcare, offering personal and home health care services.
What sets Edward Jones - Financial Advisor: Dean Surface apart from competitors?
Edward Jones provides personalized face-to-face consultations tailored to individual client needs and goals, focusing on comprehensive financial planning and investment management.