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: Katrina E Williams
565 North Main, Ashland, OR
97520, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Katrina E Williams
What services does Edward Jones - Financial Advisor: Katrina E Williams offer?
The office provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Katrina E Williams located?
It is located at 565 North Main, Ashland, OR 97520, USA.
How can I schedule an appointment with Katrina E Williams?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/katrina-williams/contact/.
Does Edward Jones - Financial Advisor: Katrina E Williams offer weekend hours?
Yes, they are open by appointment only on Saturdays.
What are some specific retirement and investment specialties of this advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at the Edward Jones office with Katrina E Williams?
They provide services in English.
What nearby medical centers are close to the Edward Jones office in Ashland?
Nearby medical centers include Asante Physician Partners – Family Medicine, Stone Medical, and Asante Family Medicine at 628 N Main, which can be convenient for clients visiting for healthcare before or after financial meetings.
Are there any parks or recreational spots near Edward Jones - Financial Advisor: Katrina E Williams?
Yes, Scenic Park and Epic Ashland community center are nearby, offering opportunities for relaxation or fitness around your visit to the office.
Can I find other financial services nearby Edward Jones in Ashland?
Yes, nearby related financial services include another Edward Jones office and Little Miss Notary Service, helpful for additional financial or legal assistance.
How can nearby real estate services complement your visit to Edward Jones?
Nearby services such as Rogue Real Estate Sales & Property Management and RealWise Property Management can assist with property investment advice, complementing your financial planning with Edward Jones.