Business Details
About
Investment Service
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: Alicia O'Donel, CFP®|AAMS®
555 Greenfield Rd, Lancaster, PA
17601, United States
Reviews
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- HNHoward NobleFeb 15, 20255.0My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia O'Donel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia O'Donel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia O'Donel and blessed to have found such a personable, caring, hard working financial advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Alicia O'Donel, CFP®|AAMS®
What types of financial services does Alicia O'Donel offer at Edward Jones?
Alicia O'Donel provides personalized financial advisory services including investment management, stocks & bonds, and retirement planning tailored to individual client goals.
How can I contact Alicia O'Donel for a consultation?
You can contact Alicia O'Donel by phone at +1 717-790-6163 or via email at alicia.o'donel@edwardjones.com. You can also book an appointment through the online contact page.
Where is Edward Jones - Financial Advisor Alicia O'Donel located?
The office is located at 555 Greenfield Rd, Suite 111, Lancaster, PA 17601, United States.
Does Alicia O'Donel offer online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator online that you can use to check your readiness for retirement.
Is Alicia O'Donel available for face-to-face consultations?
Yes, Alicia O'Donel provides face-to-face consultations to offer tailored financial advice based on your individual needs.
What languages are spoken at Alicia O'Donel's office?
The primary language spoken at the office is English.
What are some nearby places where I can eat before or after visiting Alicia O'Donel's office?
Nearby dining options include Bruno's at Greenfield, Guacamole Specialists, Isaac's Restaurant, and Ginza, offering a variety of American and Japanese cuisine.
Are there other financial services or advisors near Edward Jones - Alicia O'Donel?
Yes, nearby financial service providers include 'Alicia O'Donel - Edward Jones' and 'Financial Growth Partners,' both offering financial advising and investment services.
What hotels are conveniently located near Edward Jones in Lancaster?
Nearby hotels include Hampton by Hilton, Hampton Inn Lancaster, The Old Greenfield Inn, and High Hotels, great for visitors needing accommodations.
How can I connect with Edward Jones and Alicia O'Donel on social media?
You can follow Edward Jones on Twitter at @EdwardJones and visit the Facebook page for more updates.