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
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Edward Jones - Financial Advisor: Kathleen Willason
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathleen Willason
What investment services does Edward Jones - Financial Advisor: Kathleen Willason offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the business hours of Edward Jones - Financial Advisor: Kathleen Willason?
They are open Monday to Thursday from 8:00 AM to 4:30 PM, Tuesday until 7:00 PM, and Friday from 8:00 AM to 4:00 PM. The office is closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
Where is Edward Jones - Financial Advisor: Kathleen Willason located?
The office is located at 3830 Old William Penn Hwy, Suite 1, Murrysville, PA 15668, USA.
How can I contact Kathleen Willason at Edward Jones?
You can contact Kathleen Willason by phone at +1 724-327-0139 or by email at kathleen.willason@edwardjones.com.
Is it possible to book a consultation appointment online with Kathleen Willason?
Yes, you can book an appointment online through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/kathleen-willason/contact/.
What languages are spoken at this Edward Jones office?
The office provides services in English.
What types of financial products can I discuss with Edward Jones - Financial Advisor: Kathleen Willason?
You can discuss stocks and bonds, mutual funds, and other investment securities with the advisor.
What nearby real estate services are available around Edward Jones - Financial Advisor: Kathleen Willason?
Nearby real estate services include Conley Team Berkshire Hathaway Sales, Commercial, Leasing and Management, The Rhonda Parker Team, Realty ONE Group, Davidneerealestate, Cameron Yockey Realty ONE Group, and Joe Albaugh Realty ONE Group, which could be helpful if you are considering real estate investments.
Are there any fitness or wellness centers near Edward Jones?
Yes, nearby wellness options include Matz Family Chiropractic Center, Matz Conrad F III and IV, Panthro Fitness gym, Dragonfly Pilates studio, and Vybe Beauty and Brow Bar for beauty and spa services.
What are some nearby dining options customers can visit near Edward Jones?
Nearby dining options include Bob's Inn, Inc (American restaurant and bar), Spinolas Bakery, and Burgh Boba & Creamery Cafe, ideal for grabbing a meal or refreshments before or after your appointment.