Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
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Edward Jones - Financial Advisor: Casey S Jorgensen, AAMS®
Casey is very knowledgeable and great to work with! Highly recommend!
TC
Tricia Cook
Nov 22, 2024
5.0
I can't say enough good things about Casey Jorgensen and his services! From the very first meeting, it was clear that he operates with a level of honesty and professionalism that is encouraging to find in this industry. He takes the time to really listen to your goals and provides expert advice that’s both practical and tailored to your unique situation.
What truly sets Casey and his team apart, though, is the sense of community he creates for his clients. Throughout the year, he hosts special events, gatherings, and activities that bring people together—whether it's a family-friendly outing or food truck... it’s such a refreshing touch that not only helps clients connect with each other but also lets you make lasting memories with your loved ones.
I’ve never felt more supported or understood by a financial professional. If you’re looking for someone who will guide you with integrity and genuinely care about your financial success—and your life outside of finances—I highly recommend Casey Jorgensen at Edward Jones. You won’t be disappointed!
Tricia Cook
REALTOR/Broker
Legacy LDRSHIP, LLC
Frequently Asked Questions About Edward Jones - Financial Advisor: Casey S Jorgensen, AAMS®
What financial services does Edward Jones - Financial Advisor: Casey S Jorgensen offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What are the specialty investment plans offered by Edward Jones with Casey S Jorgensen?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
What are the business hours for Edward Jones - Financial Advisor: Casey S Jorgensen?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays (by appointment only on Saturdays).
How can I schedule an appointment with Casey S Jorgensen at Edward Jones?
You can schedule an appointment online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/casey-jorgensen/contact/.
Where is Edward Jones - Financial Advisor: Casey S Jorgensen located?
They are located at 900 North Main, Suite 102, Tea, SD 57064, USA.
What languages are spoken at Edward Jones - Financial Advisor: Casey S Jorgensen?
English is spoken at this location.
What nearby places can I visit near Edward Jones in Tea, SD?
Nearby places include Bella & Birch Boutique (a clothing store), B & G Milkyway (an ice cream shop and candy store), and Tea City Park (a local park).
Are there any pet services close to Edward Jones - Casey S Jorgensen?
Yes, Furry and Fabulous Pet Grooming is a nearby pet grooming service close to the Edward Jones location.
What recreational activities are available near Edward Jones - Financial Advisor: Casey S Jorgensen?
You can visit Tea City Park for outdoor activities or enjoy the Tea Swimming Pool nearby.
How can nearby businesses help enhance my visit to Edward Jones in Tea, SD?
After your financial consultation, you might enjoy shopping at Bella & Birch Boutique or relax with a treat at B & G Milkyway ice cream shop, both conveniently located nearby.