Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: James R Tepke
532A Northpointe Circle, Seven Fields, PA
16046, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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- MMmoonstruck60Nov 13, 20255.0Excellent service. Jim does a great job with retirement planning and general investing. I also appreciate that Jim is a Fiduciary!
- CBClaudia BavaroJun 17, 20255.0I have been with Jim for 12 years now and he has been amazing to work with and learn from considering I am not financially savvy. I recommend him to everyone I meet. In addition, his sidekick Melody, is always so wonderful to speak with when I call the office.
- OROwen RossSep 9, 20245.0I have been using Jim as my Financial Advisor for 5 years now. Jim has always treated me with respect and taken my financial goals very seriously. No matter what age you are, Jim can help set up the right portfolio for you.
- SWSusan WagnerDec 14, 20225.0Kudo’s to Edward Jones Financial Advisor Jim Tepke. He is both personable and professional. Jim listened to me; therefore explaining and answering all my questions regarding CD purchases. I highly recommend him and am delighted with his service.
- HEHufnagel ElectricApr 1, 20225.0I met Jim 6 years ago when I was going to lose my job. I immediately felt comfortable with him. We met several times and he was very informative. He thoroughly explained all my options. When I was severed, I transferred my 401K to him and Edward Jones. Shortly after, my husband transferred his IRA's to Jim. Jim checks in with us on a regular basis and has grown our accounts exponentially. My husband and I couldn't be happier and we highly recommend Jim!
Frequently Asked Questions About Edward Jones - Financial Advisor: James R Tepke
What services does Edward Jones - Financial Advisor: James R Tepke provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual clients' financial goals.
What are the office hours for Edward Jones - Financial Advisor: James R Tepke?
The office is open Monday, Wednesday, Thursday, and Friday from 8:00 AM to 5:00 PM, and Tuesday from 9:30 AM to 8:00 PM. It is closed on Sundays and by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: James R Tepke located?
The office is located at 532A Northpointe Circle, Seven Fields, PA 16046, USA.
How can I contact Edward Jones - Financial Advisor: James R Tepke?
You can contact the office by phone at +1 724-779-0080 or email james.tepke@edwardjones.com.
Is it possible to schedule a consultation with James R Tepke online?
Yes, consultations can be scheduled through the contact page at https://www.edwardjones.com/us-en/financial-advisor/james-tepke/contact/.
What languages are spoken at Edward Jones - Financial Advisor: James R Tepke?
English is the primary language spoken at this location.
How can the nearby C. W. Howard Insurance agency assist clients visiting Edward Jones?
Clients can conveniently access insurance services for auto, home, and rental insurance at C. W. Howard Insurance, located close to Edward Jones, allowing for coordinated financial and insurance planning.
What are some nearby dining options for clients visiting Edward Jones - Financial Advisor: James R Tepke?
Nearby dining options include Voodoo Seven Fields, a pub and restaurant, BOhèm Bistro serving tapas, and The G.O.A.T. Sports Bar for casual meals and drinks, perfect for before or after your financial appointment.
Are there any nearby financial institutions near Edward Jones for additional banking services?
Yes, First National Bank is nearby offering banking, credit union services, and installment loans, which can complement investment services provided by Edward Jones.
What tools does Edward Jones offer to help clients plan for retirement?
Edward Jones provides an online retirement savings calculator to help clients assess and prepare for their financial future, accessible via their website.