Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Julie A Wise, AAMS®
1825 Valley Avenue, Winchester, VA
22601, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie A Wise, AAMS®
Who is Julie A Wise at Edward Jones?
Julie A Wise, AAMS®, is a financial advisor at Edward Jones offering personal investment services.
Where is Edward Jones - Financial Advisor: Julie A Wise located?
It is located at 1825 Valley Avenue, Winchester, VA 22601, USA.
What financial services does Julie A Wise offer?
She provides financial advising, investment management, investment funds, and stock brokerage services.
What are some specialties of Julie A Wise at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Julie A Wise?
You can schedule an appointment via the Edward Jones contact page for Julie Wise at https://www.edwardjones.com/us-en/financial-advisor/julie-wise/contact/.
How can I contact Julie A Wise by phone or email?
You can call her at +1 540-722-2938 or email julie.wise@edwardjones.com.
Does Edward Jones - Financial Advisor: Julie A Wise offer mobile apps?
Yes, their mobile apps are available on Android and iOS. Android: https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en, iOS: https://apps.apple.com/us/app/edward-jones/id457043098?mt=11818.
What nearby financial services are close to Edward Jones - Julie A Wise's office?
Nearby financial services include Edward Jones advisors Jay J Smith and Shanika McCloud, Homespire Mortgage offices, and Morgan Stanley Financial Advisors, providing additional financial support options.
Are there any local amenities near the Edward Jones office for clients to visit?
Yes, clients can visit Elegant Salon for beauty services or relax at Pine Tree Spa nearby.
How can nearby real estate services complement my financial planning at Edward Jones?
Nearby real estate agents like Denise Bishop and Julie Teets can assist with property investments, complementing your comprehensive financial strategies.