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 B Sherman, CFP®|CEPA®
9110 Old Battlefield Blvd, Spotsylvania, VA
22553, United States
Hours
Reviews
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- ELESSCOE LLCMay 26, 20205.0I think you'll find Kelly's personal experience translates well to suit people with personal financial planning needs whether your at the outset of your career, a mid-career life change event or if you are in a more intricate estate planning exercise with different asset classes, trusts, living wills, etc. She has an experienced perspective for her clients.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly B Sherman, CFP®|CEPA®
What type of financial services does Edward Jones - Financial Advisor Kelly B Sherman provide?
Kelly B Sherman offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor Kelly B Sherman located?
The office is located at 9110 Old Battlefield Blvd, Suite 100, Spotsylvania, VA 22553, USA.
What are the office hours for Edward Jones - Financial Advisor Kelly B Sherman?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Kelly B Sherman at Edward Jones?
You can contact Kelly B Sherman via phone at +1 540-507-9903 or by email at kelly.sherman@edwardjones.com.
Is it possible to schedule a consultation online with the Edward Jones financial advisor Kelly B Sherman?
Yes, you can schedule a consultation online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-sherman/contact/.
Does Edward Jones - Financial Advisor Kelly B Sherman offer any digital tools for financial planning?
Yes, Edward Jones provides digital tools including a retirement savings calculator available online to help with retirement planning.
Are there other Edward Jones financial advisors near Kelly B Sherman’s office?
Yes, nearby there are other Edward Jones advisors including Paul M Lee III and Ben Maxwell, ChFC®|AAMS®, offering financial services in the same area.
What dining options are available near Edward Jones - Financial Advisor Kelly B Sherman?
Nearby dining options include Subway for quick sandwiches, El Patron Mexican Restaurant for authentic Mexican cuisine, and Papa Johns Pizza for pizza lovers.
What community and recreational facilities are near Edward Jones - Financial Advisor Kelly B Sherman?
Nearby you can find spots like the Spotsylvania County Museum for local history, Anytime Fitness for workouts, and Morgan Crisp Dance Company for dance classes.
How can nearby schools and educational institutions be relevant when visiting Edward Jones - Financial Advisor Kelly B Sherman?
Nearby schools such as Revive Worship School and Spotsylvania Elementary School may be of interest to clients with families, making it convenient to visit the advisor while attending to school-related activities.