Business Details
About
Investment Service
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.
Location
Edward Jones - Financial Advisor: Carlee Rose, CFP®
1018 W 1st North Street, Morristown, TN
37814, United States
Hours
Reviews
4.5
2 reviews
5 stars
1
4 stars
1
3 stars0
2 stars0
1 star0
- BTBob TrevorrowMay 2, 20245.0Carli has been a huge help with getting my father's investments in order.
- JWJeffery WaitesSep 14, 20214.0Great people
Frequently Asked Questions About Edward Jones - Financial Advisor: Carlee Rose, CFP®
What professional services does Edward Jones - Financial Advisor: Carlee Rose offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Carlee Rose located?
The office is located at 1018 W 1st North Street, Morristown, TN 37814, USA.
What are the business hours for Edward Jones - Financial Advisor: Carlee Rose?
They are open Monday through Friday from 8:30 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Carlee Rose, CFP®?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/carlee-rose/contact/.
What financial specialties does Carlee Rose focus on?
Her specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
How can I contact Edward Jones - Financial Advisor: Carlee Rose?
You can call the main phone number at +1 276-276-3651 or email carlee.rose@edwardjones.com.
Are there any online tools available to prepare for retirement through Edward Jones?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you plan.
What nearby financial institutions can I visit along with Edward Jones in Morristown, TN?
Nearby financial institutions include First Horizon Advisors and First Horizon Bank, which can be convenient for comprehensive financial services during your visit.
Are there any nearby legal services close to Edward Jones - Financial Advisor: Carlee Rose?
Yes, several law firms such as Capps & Byrd, Capps, Cantwell, Capps & Byrd, and Carroll Anderson and Foust are nearby for legal and family law services.
What beauty and wellness services are available near Edward Jones office?
Nearby you can find Euphoria Salon & Spa, Hair by Erika Coffey, Divine Aura Beauty Studios, and Starlight Sugar Studio for hair, spa, and beauty treatments.