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: Lisa A Wandrey, CFP®|CEPA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa A Wandrey, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Lisa A Wandrey offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Lisa A Wandrey located?
The office is located at 2650 Washington Blvd, #115, Ogden, UT 84401, United States.
What are the normal business hours for Edward Jones - Financial Advisor: Lisa A Wandrey?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, the office is open by appointment only.
How can I contact Lisa Wandrey at Edward Jones?
You can contact Lisa Wandrey by phone at +1 385-492-0724 or by email at lisa.wandrey@edwardjones.com.
Is it possible to schedule an appointment online with Lisa Wandrey?
Yes, appointments can be scheduled online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-wandrey/contact/.
Does Edward Jones - Financial Advisor: Lisa A Wandrey offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available for download on both the Android Play Store and Apple's App Store.
What nearby legal services are available around Edward Jones - Financial Advisor: Lisa A Wandrey?
Nearby legal services include Felt Family Law and Mediation, Red Law, McKay Law Group, Kelly Cardon and Assoc., PLLC, and Marshall Law, which could be valuable if you need legal advice in addition to financial planning.
Are there any nearby dining options close to Edward Jones - Financial Advisor: Lisa A Wandrey?
Yes, Rosa's Cafe, Ivan's Ice Cream and Snowies, Mi Puebla Restaurant, and Biker Beer Brewers are nearby, providing convenient places to eat or relax before or after your appointment.
Can I find nearby transportation or ATM facilities near Edward Jones - Financial Advisor: Lisa A Wandrey?
Nearby ATM facilities include RockItCoin Bitcoin ATM and Coinbridge Bitcoin ATM, which can be helpful if you need cash or want to access cryptocurrency services nearby.
How can nearby real estate services complement a visit to Edward Jones - Financial Advisor: Lisa A Wandrey?
Nearby real estate agents and services like Latasha Davenport Real Estate, Davenport Real Estate and Mortgage Services, Ryan Froerer Real Estate, ResCom Real Estate Management, and Wilson Underkuffler with Brick Realty can assist clients looking to integrate real estate planning with their financial goals.