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: 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.