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.
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Jake is a down to earth, knowledgeable financial advisor that I would recommend to both young and seasoned investors and families seeking to grow their personal wealth long term.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Lazorko
What types of financial services does Edward Jones - Financial Advisor Jake Lazorko offer?
Jake Lazorko provides financial advising, investment management, investment funds, and stock brokerage services to support retirement, education savings, and insurance needs.
How can I schedule an appointment with Jake Lazorko at Edward Jones?
You can schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jacob-lazorko/contact/
What are some specialities of Jake Lazorko's financial advisory services?
Specialities include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor Jake Lazorko located?
The office is located at 738 Justin Road, Rockwall, TX 75087, USA.
Which languages are supported at Edward Jones - Financial Advisor Jake Lazorko's office?
Services are offered in English.
Does Edward Jones offer any mobile applications for on-the-go financial management?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
What nearby services can I visit for health or counseling while visiting Edward Jones in Rockwall?
Nearby health and counseling services include Reliant at Home, Cary Scott Counseling, Cornerstone Caregiving, Dallas Neuropsychology, McKeon & Bucher Counseling, and A Brighter Tomorrow Counseling, which may be convenient for customers seeking mental or home health care.
Are there any nearby legal services close to Edward Jones - Financial Advisor Jake Lazorko?
Yes, legal services nearby include Atrium Legal Group - Estate Planning and Business Formation, The Law Offices of Christopher Ash, PLLC, and The Branch Law Firm, which could be helpful for estate planning or other legal needs.
Where can I find insurance agencies near Edward Jones in Rockwall?
Nearby insurance agencies include Farmers Insurance - Collin Edmonds, Dyer Insurance Agency, Rockwall Insurance Agency, Lee Chaffin - Rockwall Insurance agency, and NTX Benefits.
What is the best way to contact Jake Lazorko at Edward Jones?
You can reach Jake Lazorko by phone at +1 972-905-5205 or by email at jacob.lazorko@edwardjones.com.