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: Katie Bartmann
Where is Edward Jones - Financial Advisor: Katie Bartmann located?
The office is located at 212 W Main Street, Weatherford, OK, 73096, US.
What services does Edward Jones - Financial Advisor: Katie Bartmann provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the regular business hours for Edward Jones - Financial Advisor: Katie Bartmann?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:30 PM.
Can I schedule an appointment on Saturdays?
Appointments are available by appointment only on Saturdays, as the office is normally closed on that day.
How can I contact Katie Bartmann's Edward Jones office?
You can contact them by phone at +1 580-772-1832 or email at katie.bartmann@edwardjones.com.
Is there an app to help manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help manage your investments.
Are there any nearby financial advisors I can also consult in Weatherford?
Yes, nearby financial advisors include Edward Jones advisors Steve Zahorsky and Jim Horsburgh.
What local businesses are near Edward Jones - Financial Advisor: Katie Bartmann that I might visit?
Nearby places include The Sassy Sister Boutique for women's clothing and Get Fit Weatherford gym, which you can visit before or after your appointment.
Are there any dining options near Edward Jones - Financial Advisor: Katie Bartmann?
Yes, The Buzz cafe and SUBWAY sandwich shop are close by where you can grab a meal or snack.
What special financial planning tools does Edward Jones - Financial Advisor: Katie Bartmann offer?
They offer a retirement savings calculator to help clients prepare for their future financial needs.