Business Details
About
Investment Service
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.
Location
Edward Jones - Financial Advisor: Kory M Barto, CFP®
614 Wharton Blvd, Exton, PA
19341, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kory M Barto, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Kory M Barto, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM on most days, with extended hours until 7:00 PM on Wednesdays and Thursdays. It is closed on Sundays and Saturdays, though appointments are available by request on Fridays and Saturdays.
How can I schedule an appointment with Kory M Barto, CFP®?
Appointments can be scheduled online via the reservation URL at https://www.edwardjones.com/us-en/financial-advisor/kory-barto/contact/.
What financial services does Edward Jones - Financial Advisor: Kory M Barto offer?
Services include financial advising, investment management, investment funds, and stock brokerage. They specialize in 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Where is Edward Jones - Financial Advisor: Kory M Barto, CFP® located?
The office is located at 614 Wharton Blvd, Exton, PA 19341, USA.
Are face-to-face financial consultations available at this Edward Jones location?
Yes, Edward Jones believes in personal, face-to-face conversations to help you prepare for retirement, save for education, and manage your investments.
What languages are spoken at Edward Jones - Financial Advisor: Kory M Barto?
The primary language spoken at the office is English.
Is there any digital app available to access Edward Jones services?
Yes, Edward Jones offers a mobile app available for Android on Google Play and for iOS on the Apple App Store.
What nearby places can I visit around Edward Jones in Exton?
Nearby you can find Town Center Pharmacy for your health needs, Eagleview Towne Center for shopping, and Twin Valley Coffee if you'd like a coffee break before or after your appointment.
Can I find wellness and fitness centers close to Edward Jones in Exton?
Yes, nearby wellness and fitness options include Passion for Fitness gym, Turks Head Yoga at Eagleview yoga studio, and Blue Buddha healing arts for massage and therapy.
What other professional services are located near Edward Jones - Financial Advisor: Kory M Barto?
Nearby professional services include Inner Light Wellness Acupuncture, Dermatology Partners, and ALB Accounting Services Llc, which may complement your financial and personal well-being needs.