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: Hannah Lee
6100 S Yale Ave, Tulsa, OK
74136, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Hannah Lee
What financial services does Edward Jones - Financial Advisor: Hannah Lee offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Hannah Lee located?
The office is located at 6100 S Yale Ave, Suite 101, Tulsa, OK 74136, US.
How can I schedule an appointment with Hannah Lee's office?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/hannah-lee/contact/.
What types of retirement accounts does this Edward Jones advisor specialize in?
Specialties include 401(k) rollovers, Roth IRA, SEP IRAs, and Traditional IRAs.
How can I contact Hannah Lee if I have questions about my investments?
You can call them at +1 918-992-6139 or email hannah.lee@edwardjones.com.
Does Edward Jones - Hannah Lee provide information about IRAs online?
Yes, you can learn more about IRAs by visiting their featured message link at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there any nearby mortgage brokers that clients might visit when planning their financial future with Edward Jones?
Yes, Cornerstone Home Lending and First United Bank Mortgage are nearby mortgage brokers that clients might consult for mortgage and loan services.
Can clients combine a visit to Edward Jones with other professional financial services nearby?
Yes, nearby places like Merrill Lynch Wealth Management, HUB International insurance agency, and Provident CPAs PLC offer complementary financial and insurance services.
What nearby attractions or services can clients check out when visiting the Edward Jones office?
Clients can visit Warren Duck Club restaurant nearby for dining or arrange travel plans through Warren Place Travel, a local travel company.
Which nearby medical centers might be useful for clients concerned about health-related financial planning?
Nearby medical centers include Warren Clinic Orthopedic Surgery, Saint Francis Endoscopy Center, and Warren Clinic Allergy and Immunology, which clients might find relevant for health and insurance planning.