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: Bill Lee
6100 S Yale Ave, Tulsa, OK
74136, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- AMAaron McmanusJun 26, 20245.0I recently had the pleasure of working with Bill and I couldn't be more satisfied with the experience. From the very first meeting, he displayed a high level of professionalism, expertise, and genuine care for my financial well-being. I would highly recommend him to anyone looking for a trustworthy and knowledgeable financial advisor. It's obvious that he's dedicated to all of his clients' success. Thank you, for your outstanding service!
Frequently Asked Questions About Edward Jones - Financial Advisor: Bill Lee
What services does Edward Jones - Financial Advisor Bill Lee offer?
Edward Jones - Financial Advisor Bill Lee offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor Bill Lee located?
The office is located at 6100 S Yale Ave, Suite 101, Tulsa, OK 74136, US.
How can I schedule an appointment with Bill Lee at Edward Jones?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/bill-lee/contact/.
What are the office hours for Edward Jones - Financial Advisor Bill Lee?
The office is open during regular business hours and is available by appointment only on Saturdays.
Which retirement and investment specialities does Bill Lee focus on?
Bill Lee specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at Edward Jones - Financial Advisor Bill Lee?
Services are provided in English.
Are there any financial institutions nearby Edward Jones office for banking needs?
Yes, Energy One Federal Credit Union and First United Bank Mortgage are nearby and can assist with banking and mortgage services.
What nearby insurance agencies can complement services offered by Edward Jones?
Nearby insurance agencies like HUB International and Nationwide Mutual Insurance Company can complement your financial planning needs.
Are there professional services and consultants near Edward Jones that can assist with comprehensive financial planning?
Yes, local firms such as Provident CPAs PLC and Deloitte provide accounting, trust management, and business consulting services.
How can visitors make the most of their trip to Edward Jones with nearby amenities?
Before or after your visit, consider dining at Warren Duck Club or exploring corporate offices like Merrill Lynch Wealth Management nearby.