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: Tom McKee, CFP®|CEPA®|AAMS®
325 Madison St, Lansdale, PA
19446, United States
Hours
Reviews
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- SLSharon LaudenbachNov 10, 20235.0Tom has been a true professional! We met a few years back and he immediately showed his professionalism, knowledge and true interest in helping his clients. We have continued to work together as well as become true confidants in our businesses!! Thanks so much Tom!!!!
- ETEd ToyFeb 21, 20235.0Thomas Mckee from Edward Jones Financial is an exceptional financial adviser. He is knowledgeable and patient, always taking the time to explain complex concepts in simple terms so that individuals can make informed decisions. He has been incredibly helpful in helping people achieve their financial goals. Highly recommend Thomas for anyone looking for a reliable, trustworthy financial adviser.
- LSLaura SwartJul 21, 20215.0Tom helped us to sort out whether we should opt to be taxed as an S corp or an LLC. Great advice about the financial implications for our retirement plan options under each scenario.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tom McKee, CFP®|CEPA®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Tom McKee?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Tom McKee located?
The office is located at 325 Madison St, Unit F1004, Lansdale, PA 19446, USA.
What types of financial services does Tom McKee offer?
Tom McKee offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, investment management, and financial advisory services.
How can I schedule an appointment or contact Tom McKee?
You can schedule an appointment or contact Tom McKee via the provided email thomas.mckee@edwardjones.com, call +1 215-855-5743, or use the online contact form at Edward Jones' website.
Are there mobile apps to access Edward Jones services?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms for easy access to financial services and account management.
Does Edward Jones offer any online tools to help plan for retirement?
Yes, Edward Jones offers a Retirement Savings Calculator to help you see if you are retirement ready and assist in planning your financial future.
What mortgage lenders are located near Edward Jones - Tom McKee's office?
Nearby mortgage lenders include several New American Funding offices: Mike Thompson, Wally Rutecki, Lansdale, PA location, and Steve Gouveia which can assist clients seeking mortgage advice alongside financial planning.
What local dining options are available near Edward Jones in Lansdale?
Nearby dining options include Arnold's Way (vegetarian restaurant and cafe), Well Crafted Beer Co. (brewery and pub), Stove & Tap Lansdale (restaurant and bar), Wister's Barbecue (diner), and The Healthy Shack (health food cafe).
Are there any nearby beauty or hair salons near Edward Jones - Tom McKee?
Yes, several beauty and hair salons are nearby including Soleil Luna Hair Salon, Devinare styles unisex hair studio, Hair N Abstract by Christopher, Anointed Xpressions, and La Radiance One Boutique.
What other community or professional services can clients find near Edward Jones - Tom McKee?
Nearby clients can find services such as The Chamber of Commerce for Greater Montgomery County for community support, Vision of Prosperity Coach Mike Wilkins for marketing advice, and Minuteman Press for printing services.