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
Location
Edward Jones - Financial Advisor: Geri L Defilippi
Frequently Asked Questions About Edward Jones - Financial Advisor: Geri L Defilippi
What types of financial services does Edward Jones - Financial Advisor: Geri L Defilippi provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Geri L Defilippi?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Geri L Defilippi located?
The office is located at 2340 Warren Road, Suite 207, Indiana, PA 15701, USA.
How can I contact Edward Jones - Financial Advisor: Geri L Defilippi?
You can call them at +1 724-465-0542 or email geri.defilippi@edwardjones.com.
Is there an app available for Edward Jones clients for mobile access?
Yes, Edward Jones has apps available for both Android and iOS devices for mobile access to their services.
How can I schedule a consultation with Geri L Defilippi at Edward Jones?
You can make a reservation or contact the advisor through their online contact page here: https://www.edwardjones.com/us-en/financial-advisor/geri-defilippi/contact/
Are there nearby financial or banking services close to Edward Jones - Financial Advisor in Indiana, PA?
Yes, nearby financial options include Citizens Bank, PNC ATM, LibertyX Bitcoin ATM, and Bitcoin Depot | BDCheckout ATMs, which can be useful for banking or cash transactions before or after your appointment.
What local attractions or services are close to Edward Jones that I could visit?
Near Edward Jones you can find the Army Recruiting Office Indiana, PA, Air Force Recruiting - Indiana, PA, and several restaurants like Fortune Hibachi Buffet and Z Buffet N Grill for dining options.
Are there any local medical or health services near Edward Jones office in Indiana, PA?
Yes, nearby health services include Beltone Hearing Care Center, Cynthia Wolff Massage Therapies, Fanella Sr Richard T DC (chiropractor), In Focus Eye Care optometrist, and Minute Clinic medical center.
What sets Edward Jones - Financial Advisor: Geri L Defilippi apart from competitors?
Edward Jones provides tailored, face-to-face consultations focused on clients' individual financial goals including retirement planning and tax-efficient investing, offering a personalized approach since 1922.