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: Julie E Laney, CFP®
1706 S Park Hill Rd, Tahlequah, OK
74464, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star0
- LBLaShay BarnesJul 11, 20195.0Julie has been my adviser for a little over 3 years. I could not imagine not having her guidance - she takes the time I need to learn and understand my investments. She *patiently* listens to our other life happenings (I have the gift of gab) and points out the ways in which they can affect my, and even my husbands, retirement planning. I have never felt belittled, nor strong armed into decisions, she educates and lets me take the lead. I look forward to a long and prosperous partnership with Julie, Amy, and Edward Jones.
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie E Laney, CFP®
What financial services does Edward Jones - Financial Advisor: Julie E Laney provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Julie E Laney?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 3:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Julie E Laney?
You can contact them by phone at +1 918-431-0258 or email at julie.laney@edwardjones.com.
Where is Edward Jones - Financial Advisor: Julie E Laney located?
They are located at 1706 S Park Hill Rd, Tahlequah, OK 74464, USA.
Can I make an appointment with Julie E Laney at Edward Jones online?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-laney/contact/
Does Edward Jones - Financial Advisor: Julie E Laney offer any online tools for retirement planning?
Yes, they feature a retirement savings calculator to help you prepare for your future, accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken at Edward Jones - Financial Advisor: Julie E Laney?
They provide services in English.
Are there any fitness centers near Edward Jones - Financial Advisor: Julie E Laney for clients to visit before or after meetings?
Yes, QuahFit Elite Fitness and Anytime Fitness gyms are nearby, both offering convenient options for workouts in the area.
What dining options are available near Edward Jones - Financial Advisor: Julie E Laney?
Nearby dining includes My Place Bar-B-Q and Jose's Mexican Restaurant, great spots to enjoy a meal before or after your financial consultation.
Are there any local hardware or building supply stores near Edward Jones - Financial Advisor: Julie E Laney?
Yes, Sherwin-Williams and Tahlequah Lumber are close by, useful for clients interested in home improvement or construction projects.