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: Brian K Geist, CFP®|CEPA®
115 E Wilson, Seminole, OK
74868, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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3 stars0
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1 star0
- TGTyler GeohaganOct 29, 20245.0Brian is a true professional. He continually helps assess our financial needs and goals. His steady and encouraging demeanor make our financial conversations less stressful as he helps us navigate and plan for the future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian K Geist, CFP®|CEPA®
What are the office hours for Edward Jones - Financial Advisor: Brian K Geist in Seminole?
The office is open Monday through Thursday from 7:00 AM to 4:30 PM, Friday from 7:00 AM to 4:00 PM, and is closed on Saturdays and Sundays. On Saturdays, visits are by appointment only.
How can I contact Brian K Geist, the financial advisor at Edward Jones in Seminole?
You can reach Brian K Geist by phone at +1 405-452-8546, by alternate phone at +1 405-382-4061, or via email at brian.geist@edwardjones.com.
What investment services does Edward Jones provide at the Seminole location?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client needs.
How can I schedule an appointment with the financial advisor Brian K Geist?
You can schedule an appointment online through the Edward Jones contact page for Brian Geist at https://www.edwardjones.com/us-en/financial-advisor/brian-geist/contact/.
Where is Edward Jones - Brian K Geist located in Seminole?
The office is located at 115 E Wilson, Seminole, Oklahoma 74868, United States.
Do Edward Jones offices have mobile apps for convenient access?
Yes. Edward Jones offers mobile apps available on Android via Google Play and on iOS via the Apple App Store.
What nearby places can I visit when I come to Edward Jones in Seminole?
Nearby you can find places like KFC for a quick meal, Seminole Tire Center for automotive needs, and Boomtown Park for outdoor recreation after your financial consultation.
Are there any insurance agencies close to Edward Jones in Seminole?
Yes, Megan Vermillion Insurance Agency and Carter Insurance Agency are nearby, allowing you to conveniently address your insurance needs when visiting Edward Jones.
Where can I find convenient dining options near Edward Jones in Seminole?
Nearby dining options include Mazzio’s Pizza & Wings, Mazzio’s Italian Eatery, Carl's Jr., and KFC, offering a variety of food choices around Edward Jones.
How does Edward Jones help clients with retirement planning?
Edward Jones provides tailored retirement planning services including retirement savings calculators and personalized consultations to help clients prepare for their financial future.