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
Frequently Asked Questions About Edward Jones - Financial Advisor: Casey Green
What types of financial services does Edward Jones - Financial Advisor: Casey Green offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the regular business hours for Edward Jones - Financial Advisor: Casey Green?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 9:30 AM to 3:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment or contact Casey Green at Edward Jones?
You can schedule an appointment via their contact page online and reach them by phone at +1 580-316-5308 or email casey.green@edwardjones.com.
Where is Edward Jones - Financial Advisor: Casey Green located?
The office is located at 708 N 14th, Ponca City, OK 74601, United States.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices to help clients manage their investments conveniently.
Which nearby financial services could I visit along with Edward Jones in Ponca City?
Nearby financial service providers include Larry Weems State Farm Insurance, Schwabe & Associates CPAs, PLLC, RCB Bank, and Reed Finance, useful for insurance, accounting, banking, and financial loans.
What are some nearby places of interest near Edward Jones for shopping or dining?
You can visit the Ponca City Farmers Market for fresh produce and art, El Patio Mexican Restaurant for Tex-Mex cuisine, and Dollar General for discount shopping.
Are there any notable local attractions near Edward Jones for visitors?
The Pioneer Woman Monument, Pioneer Woman Museum, and Oklahoma Women's Museum are nearby historical and cultural attractions worth visiting.
Does Edward Jones provide multilingual services?
Edward Jones - Financial Advisor: Casey Green offers services in English.
What is Edward Jones - Financial Advisor: Casey Green's approach to client interaction?
They focus on personalized, face-to-face consultations to tailor investment advice specific to each client's individual financial goals and needs.