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: Mattie Kliethermes-Trefz
419 Fairmont Avenue, Fairmont, WV
26554, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz
What financial services does Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Mattie Kliethermes-Trefz focus on in financial advising?
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 Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz?
You can schedule an appointment online through their reservation page linked on their website.
What are the office hours for Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz?
They are open by appointment only Monday through Saturday.
Where is Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz located?
The office is located at 419 Fairmont Avenue, Suite 2, Fairmont, WV 26554, USA.
Does Edward Jones have a mobile app for managing investments or financial information?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
What nearby financial services are close to Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz?
Nearby financial services include Huntington Bank, Truist bank, and Oliver and Associates, CPAs for accounting services, facilitating various finance-related matters in the area.
Are there any dining options near Edward Jones for clients to visit before or after appointments?
Yes, nearby dining includes Beer Burger Bowery and Papa Johns Pizza, offering convenient food options for clients around the area.
What other professional services are located near Edward Jones in Fairmont?
Nearby professional services include the Law Office of Folickman and Turkett, PLLC for legal services and Smith Carpenter Insurance Agency for insurance needs, providing additional client support options.
How can I contact Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz directly?
You can call them at +1 304-363-7300 or email mattie.trefz@edwardjones.com for inquiries.