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: Kelli D Poremba, CFP®|AAMS®
3100 Monticello Ave, Dallas, TX
75205, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- SLspencer longApr 30, 20245.0Can not say enough wonderful things about Kelli, Helen and Beth. They are not only a delightful team to work with for your financial needs, but they make you feel so comfortable with every step. Kelli is compassionate, understanding and feels like a member of the family. Thank you all for taking such good care of me and my own family. You all definitely have a customer for life :)
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelli D Poremba, CFP®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Kelli D Poremba, CFP®|AAMS® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kelli D Poremba located?
The office is located at 3100 Monticello Ave, Ste 860, Dallas, TX 75205, USA.
What are the office hours for Edward Jones - Financial Advisor: Kelli D Poremba?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Kelli D Poremba?
You can contact the office by phone at +1 972-503-1217 or by email at kelli.poremba@edwardjones.com.
Does Edward Jones offer an online appointment booking option?
Yes, you can schedule appointments via their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/kelli-poremba/contact/.
Which financial products and services are provided at this Edward Jones location?
They offer services such as financial advising, investment management, stock and bond brokerage, and stocks and bonds investment.
What languages are spoken at Edward Jones - Financial Advisor: Kelli D Poremba?
English is the primary language spoken at this location.
How can nearby Lombardi Family Concepts be useful when visiting Edward Jones?
Lombardi Family Concepts is a nearby event planning and dining location where clients can enjoy a meal or plan events before or after their financial consultations.
Are there any nearby real estate agents close to Edward Jones - Financial Advisor: Kelli D Poremba?
Yes, several real estate agents such as Dani Hanna, Realtor, and Melissa Puzerov Realtor - Paragon Realtors are located nearby, which can be convenient for clients interested in financial planning related to real estate investments.
What nearby medical facilities could be useful for Edward Jones clients?
Nearby medical facilities like Katy Trail Dental and Surgery Center Network provide dental and medical services, which clients may visit conveniently before or after their financial planning appointments.