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: Kyle Baker, CFP®
529 Allegheny Ave, Oakmont, PA
15139, United States
Hours
Reviews
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2 reviews
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1 star
1
- JJJosephOct 21, 20241.0DO NOT TRUST! My wife and I had a meeting with Kyle to discuss our upcoming retirement. He asked if his “partner “ could meet us and sit in on the meeting which lasted over two hours. After sharing personal information and leaving the meeting assured that he was going to manage our full portfolio while we were in Florida, the very next day we received a letter stating that his “partner “ was taking over our account. His “partner “ is in a different office in a different part of Pittsburgh. She is new and apparently needs business so without our knowledge or permission moved our money to her office. She has no affiliation with his office whatsoever. We have been with him for eight years and the level of betrayal we feel is unbelievable. STAY AWAY!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kyle Baker, CFP®
What services does Edward Jones - Financial Advisor: Kyle Baker offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Kyle Baker?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Kyle Baker located?
The office is located at 529 Allegheny Ave, Oakmont, PA 15139, USA.
How can I contact Edward Jones - Financial Advisor: Kyle Baker?
You can reach them by phone at +1 412-828-2209 or email kyle.baker@edwardjones.com.
Is it possible to schedule an appointment online with Kyle Baker at Edward Jones?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kyle-baker/contact/.
Does Edward Jones - Financial Advisor: Kyle Baker offer any mobile apps for client use?
Yes, Edward Jones offers apps available for Android and iOS devices to help manage your investments and financial planning.
Can clients use the retirement savings calculator provided by Edward Jones?
Yes, Edward Jones offers a retirement savings calculator to help clients prepare for their future at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby places could clients visit before or after their appointment at Edward Jones in Oakmont?
Clients can enjoy a coffee or snack at Oakmont Bakery, have a meal at The Chelsea Grille or Hoffstots Cafe Monaco, or shop at Oakmont Business District nearby.
Are there any nearby fitness or wellness centers around Edward Jones in Oakmont?
Yes, nearby wellness options include Be Yoga Oakmont and Fitness Techniques gyms, providing opportunities for relaxation or workouts before or after your visit.
What other professional services are located near Edward Jones - Financial Advisor: Kyle Baker?
Nearby you can find legal services at Wade & Casey and Kolb Law Office, as well as insurance at MetLife Auto & Home, which can be convenient for addressing comprehensive financial and legal needs.