Edward Jones - Financial Advisor: Heath J Petsche, CFP®|AAMS™ - Lincoln, Nebraska
Address: 5925 S 56th St Suite 1, Lincoln, NE 68516, United States.
Phone: 4024834855.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Heath J Petsche, CFP®|AAMS™
Edward Jones - Financial Advisor: Heath J Petsche, CFP®|AAMS™
Edward Jones is a well-established financial services firm that offers personalized investment advice and portfolio management services. The firm is represented in Lincoln, NE by Heath J Petsche, a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™). Heath is dedicated to helping individuals and families achieve their financial goals through tailored investment strategies and financial planning services.
Location and Contact Information
Located at 5925 S 56th St Suite 1, Lincoln, NE 68516, United States, the firm is easily accessible for clients in the region. The contact number for Heath J Petsche's office is 4024834855. Clients can also reach out via the firm's website: edwardjones.com.
Specialties
- Financial consultant
- Finance broker
- Investment service
- Stock broker
Other Points of Interest
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
- Appointments recommended
Opinions
As of now, there are no reviews available for this company on Google My Business. This means there is limited public feedback to gauge the quality of services provided by Edward Jones - Financial Advisor: Heath J Petsche, CFP®|AAMS™.
The absence of reviews could be due to several reasons, such as the company being new to the area, or a lack of clients who have felt the need to leave feedback. It's also possible that the firm primarily relies on word-of-mouth referrals from satisfied clients, resulting in less public visibility on platforms like Google My Business.
Nevertheless, it's recommended to schedule an appointment and visit the office to get a better understanding of the services offered, the expertise of Heath J Petsche, and to assess if the firm aligns with your financial planning needs.