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: Kobby K Okum, CFP®
50 Catoctin Cir NE, Leesburg, VA
20176, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- NPNigel PreeceApr 29, 20255.0I have worked with Kobby and Ginny for many years, I can't thank them enough!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kobby K Okum, CFP®
What services does Edward Jones - Financial Advisor: Kobby K Okum, CFP® 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: Kobby K Okum, CFP® located?
The office is located at 50 Catoctin Cir NE, Suite 215, Leesburg, VA 20176, USA.
What are the business hours of Edward Jones - Financial Advisor: Kobby K Okum, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Kobby K Okum, CFP®?
You can call the local phone number at +1 703-771-2069 or email kobby.okum@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Kobby K Okum, CFP® have an app for mobile devices?
Yes, Edward Jones offers apps for both Android and iOS devices to help clients manage their investments on the go.
How can I schedule an appointment with Kobby K Okum at Edward Jones?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kobby-okum/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Kobby K Okum, CFP®?
The office services clients in English.
What nearby real estate services can I find surrounding Edward Jones - Financial Advisor: Kobby K Okum, CFP®?
Nearby you can find several real estate agencies including Keller Williams Realty, Shelagh LaBiche Professional Real Estate Consultant, Deb Crosley Homes, and Beth Sells Virginia Homes, which can be helpful if you are looking to buy or sell property while planning your financial future.
Are there other financial service providers near Edward Jones - Financial Advisor: Kobby K Okum, CFP®?
Yes, nearby financial service professionals include Devon Darden with Capitol Wealth Strategies and another Edward Jones advisor, Luke Cullen, offering additional expertise if you want to explore different options.
What leisure or dining options are near Edward Jones in Leesburg?
You can visit the Dog Money Restaurant and Brewery nearby, which is a great spot for dining or relaxing after your financial consultation.