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: Katie A Schwartz, ABFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie A Schwartz, ABFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Katie A Schwartz?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Katie A Schwartz at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/katie-a-schwartz/contact/ or by calling the local phone number at +1 806-352-1985.
What financial services does Edward Jones - Financial Advisor: Katie A Schwartz provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advisory consultations.
What is the address and contact information for Edward Jones - Financial Advisor: Katie A Schwartz?
The office is located at 7820 Hillside Rd, Ste 300, Amarillo, TX 79119, USA. You can contact them by phone at +1 806-352-1985 or email katie.a.schwartz@edwardjones.com.
Does Edward Jones - Financial Advisor: Katie A Schwartz offer retirement planning tools online?
Yes, they provide a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What language is primarily used for communication at Edward Jones - Financial Advisor: Katie A Schwartz?
English is the primary language used for communication.
Which nearby financial service providers are close to Edward Jones - Financial Advisor: Katie A Schwartz?
Nearby financial service providers include Edward Jones offices, Gregory Farber - Ameriprise Financial Services, LLC, Andrew Carroll - Ameriprise Financial Services, LLC, and Edward Jones - Financial Advisor: Ashby D Dawson, AAMS®.
Are there any nearby restaurants where I can dine after visiting Edward Jones - Financial Advisor?
Yes, nearby dining options include 575° Pizzeria - Hillside, 575 Pizzeria - Hillside, Thai Taste, and Third Coast Salt Amarillo, offering a variety of cuisines including pizza, Thai, and more.
What other services are available near Edward Jones - Financial Advisor: Katie A Schwartz for wellness and personal care?
Nearby wellness and personal care services include Riemer Chiropractic, Align Chiropractic, The MUZE beauty salon and spa, Sweet Skinsations spa, Ethereal Electrolysis, and Tortoise And The Hair beauty and hair salons.
Can Edward Jones - Financial Advisor: Katie A Schwartz help with investment management and stock brokerage?
Yes, they specialize in investment management, acting as financial advisors and stock & bond brokers to help manage your investment portfolio.