Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Joli N Rees, CFP®
1325 South Bryant Ave, Edmond, OK
73034, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Joli N Rees, CFP®
What financial services does Edward Jones - Financial Advisor: Joli N Rees, CFP® offer?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services to support your retirement, education savings, and insurance needs.
Where is Edward Jones - Financial Advisor: Joli N Rees, CFP® located?
The office is located at 1325 South Bryant Ave, Suite A, Edmond, OK 73034, USA.
How can I schedule an appointment with Joli N Rees?
You can schedule an appointment by visiting the reservation link at https://www.edwardjones.com/us-en/financial-advisor/joli-rees/contact/.
What are some of the specialty services offered by Joli N Rees at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Is the office currently open and accepting clients?
Yes, Edward Jones - Financial Advisor: Joli N Rees, CFP® is currently open and operational.
Which languages are supported at this Edward Jones office?
Services are offered in English.
What are some nearby places I can visit before or after my appointment at Edward Jones?
Nearby spots include Dirty Dough Cookies for bakery treats, Starbucks for coffee, and Chico's Mexican Restaurant for dining.
Are there other financial services near Edward Jones - Financial Advisor: Joli N Rees?
Yes, nearby financial service providers include Supreme Lending, Great Plains Bank, and another Edward Jones advisor, Bill Trammell.
Can I combine a visit to Edward Jones with local shopping?
Definitely! Nearby retail stores include Jewelsmiths, Kendra Scott, and J.Crew Factory for fashion and accessories.
How can I learn more about IRAs before meeting with my financial advisor?
You can learn more about IRAs by visiting Edward Jones's official IRA information page at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.