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: Kelly M Finley, CEPA®|AAMS®|CRPC™|CRPS™
3010 N Loop 1604 W, Shavano Park, TX
78231, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly M Finley, CEPA®|AAMS®|CRPC™|CRPS™
What services does Edward Jones - Financial Advisor Kelly M Finley offer?
Kelly M Finley provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor Kelly M Finley located?
The office is located at 3010 N Loop 1604 W, Ste 215, Shavano Park, TX 78231, United States.
What are the business hours for Edward Jones - Financial Advisor Kelly M Finley?
The office is open Monday to Wednesday and Friday from 8:30 AM to 4:30 PM, Thursday from 9:00 AM to 7:00 PM, and closed on Saturdays and Sundays. Fridays are by appointment only.
How can I schedule an appointment with Kelly M Finley?
You can schedule an appointment through the reservation link at https://www.edwardjones.com/us-en/financial-advisor/kelly-finley/contact/ or contact via email at kelly.finley@edwardjones.com.
Does Edward Jones - Financial Advisor Kelly M Finley have a mobile app?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient account access.
What languages are spoken at Edward Jones - Financial Advisor Kelly M Finley?
Services are offered in English.
Which nearby businesses might be useful for clients interested in real estate or home investment?
Nearby businesses like Champions School of Real Estate and Perry Homes can support clients interested in real estate education and home construction.
Are there mortgage brokers near Edward Jones - Financial Advisor Kelly M Finley if I need financing options?
Yes, there are multiple mortgage brokers nearby including Katie Ton nmls#2077711, Alanna Truitt Mortgage Loan Originator, and The Briggs Team to help with financing needs.
Can I find medical or eye care clinics near Edward Jones for convenience?
Yes, nearby medical services include NADER G ISKANDER MD PA and San Antonio Eye Specialists for health and eye care needs.
How can I use the retirement calculator offered by Edward Jones?
You can try the retirement calculator online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your savings.