Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Frequently Asked Questions About Edward Jones - Financial Advisor: Missy Phelan
What services does Edward Jones - Financial Advisor: Missy Phelan offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of this Edward Jones financial advisor?
Their specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Where is Edward Jones - Financial Advisor: Missy Phelan located?
They are located at 1248 W Main St, Ephrata, PA 17522, United States.
What are the regular business hours for the Edward Jones office in Ephrata?
They are open Monday through Friday from 8:30 AM to 4:00 PM and closed on weekends.
Can I schedule appointments outside of regular business hours?
Yes, appointments are available by appointment for evenings upon request.
How can I contact Missy Phelan at Edward Jones?
You can call +1 717-466-5655 or email missy.phelan@edwardjones.com.
Is there an online option to schedule an appointment with Missy Phelan?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/missy-phelan/contact/
What nearby financial services are located close to Edward Jones - Financial Advisor: Missy Phelan?
Nearby financial services include Edward Jones - Financial Advisor: Steve Biers, BB&T bank and ATM, and Susquehanna Bank - Lincoln Office, which could be useful for additional banking or investment needs.
Are there nearby places that clients might visit before or after their financial advising appointment?
Clients might enjoy visiting the Ephrata Cloister, a local bar and fast food restaurant, or relax at Peaceful Rivers Therapeutic spa nearby.
What local services near Edward Jones could support a client's overall well-being?
Nearby services include Life Management Associates for counseling and mental health, Lancaster CPR for health education, and Daniel Stephen Springer dentist for dental needs.