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: Kia N Coleman, AAMS®
1690 Sumneytown Pike, Lansdale, PA
19446, United States
Reviews
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- JCJay ChatfieldNov 14, 20255.0Incredible service and advice!!
- BMBenjamin MellishAug 2, 20245.0Kia was invaluable in sorting out my parents' financial situation after my dad was diagnosed with Alzheimer's. Her expertise, patience, and compassion made a difficult time much easier. Highly recommend!
- LHLinda HollenbackSep 25, 20225.0Kia is a consummate financial professional who truly cares about the individuals and families she serves. She is patient, knowledgeable, and always willing to help.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kia N Coleman, AAMS®
Who is the financial advisor at Edward Jones located at 1690 Sumneytown Pike in Lansdale, PA?
The financial advisor is Kia N Coleman, AAMS®, providing personalized investment services.
What investment services does Edward Jones offer through Kia N Coleman?
Services include retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage.
How can I contact Edward Jones - Financial Advisor: Kia N Coleman?
You can reach via phone at +1 215-723-4909 or email kia.coleman@edwardjones.com.
Does Edward Jones - Financial Advisor: Kia N Coleman offer online tools for financial planning?
Yes, they offer a retirement savings calculator available on their website to help you prepare for your future.
Where can I find more information or book an appointment with Kia N Coleman at Edward Jones?
Visit their contact page at https://www.edwardjones.com/us-en/financial-advisor/kia-coleman/contact/ to book an appointment.
What languages are spoken at Edward Jones financial advisory services by Kia N Coleman?
English is the primary language spoken at this office.
Are there other financial or tax services near Edward Jones at 1690 Sumneytown Pike, Lansdale?
Yes, nearby are Yang Financial Services Corp, Relight Financial Company, Personal Tax Plans, and Ron Reinert - State Farm Agent, which provide accounting, tax, and insurance services.
What dining options are available near Edward Jones in Lansdale?
Nearby dining includes The Mill (American and pizza), Margaritas Mexican Restaurant, Carlo's Pizza, and Bones Grille (barbecue).
Are there any convenient stores or gas stations close to Edward Jones in Lansdale?
Yes, Wawa, Lukoil, and Mobil are nearby for convenience store needs and fuel.
What historical background does Edward Jones have as a company?
Edward Jones was established in 1922 and has a long history of providing financial advisory services.