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Edward Jones - Financial Advisor: Rebecca J Kallies, CFP®|CLU®
Delivered to this complex as a Doordasher on 09/04/2025. Was my first time delivering to this complex, so I was unaware of the layout of the suites. Came here accidentally and was talked to rudely by your receptionist. Her tone was one of irritation and condescension, and displayed unprofessionalism, even if I wasn't there for business purposes.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rebecca J Kallies, CFP®|CLU®
Who is Rebecca J Kallies at Edward Jones?
Rebecca J Kallies is a Certified Financial Planner and Chartered Life Underwriter who serves as a financial advisor at Edward Jones in Seguin, TX.
What services does Edward Jones - Financial Advisor: Rebecca J Kallies offer?
She offers financial advising, investment management, stock brokerage, and assistance with investment funds.
What types of retirement accounts can I discuss with Rebecca J Kallies?
You can discuss 401(k) rollovers, Roth IRAs, Traditional IRAs, and SEP IRAs.
How can I schedule an appointment with Rebecca J Kallies?
Appointments can be scheduled through the Edward Jones contact page for Rebecca Kallies at https://www.edwardjones.com/us-en/financial-advisor/rebecca-kallies/contact/.
Where is Edward Jones - Financial Advisor: Rebecca J Kallies located?
The office is located at 809 E Court St, Suite 100, Seguin, TX 78155, United States.
What languages does Rebecca J Kallies speak?
Rebecca J Kallies speaks English.
Are there any real estate agencies near Edward Jones - Financial Advisor: Rebecca J Kallies?
Yes, Seguin Realty and Heritage Texas Properties are nearby real estate agents, which could be helpful if you are interested in property investments alongside your financial planning.
What other financial advisors are located near Rebecca J Kallies' office?
Nearby financial advisors include Edward Jones-Financial Advisor: Brandon Allen and Edward Jones - Financial Advisor: Warren O Nossaman, offering additional options for financial services in the area.
Can I visit other services near Edward Jones office for related needs?
Yes, Hawkins Personnel Group provides employment and professional services, and Seguin Realty offers real estate assistance, both conveniently located nearby to support your broader financial and career goals.
What online resources are available through Edward Jones for retirement planning?
You can learn more about IRAs on the official Edward Jones website at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras, providing valuable retirement insights.