Edward Jones - Financial Advisor: Susan Lyon - Rock Falls, Illinois

Edward Jones - Financial Advisor: Susan Lyon in Rock Falls, IL

Nestled in the heart of Rock Falls, IL, Edward Jones - Financial Advisor: Susan Lyon stands as a beacon of professional financial guidance. Situated at 2401 N. Tower Road, Suite 109, this office offers a comprehensive range of services to help individuals and businesses navigate the complexities of financial planning.

Main Services

• Retirement Strategies: Susan Lyon and her team assist clients in planning for their post-retirement life by creating personalized strategies that align with their unique goals and dreams.
• Investment Services: The office provides a wide array of investment options, from individual stocks and bonds to mutual funds and exchange-traded funds (ETFs), tailored to clients' risk tolerance and financial objectives.
• Estate Planning: Susan Lyon helps clients preserve their wealth and pass it on to future generations through strategic estate planning, including wills, trusts, and life insurance.
• Business Services: The office offers services designed for business owners, such as business succession planning, employee benefits, and 401(k) planning.
• Insurance Solutions: Edward Jones provides a range of insurance products, including life, disability, and long-term care insurance, to help protect clients' assets and loved ones.

Location and Access

The office is conveniently located off US-30, just north of the intersection with N. Tower Road. It is situated in the Rock River Valley Plaza, sharing the building with several other professional services. The location offers easy access to public transportation, with the Rock Falls Transit bus stop just a short walk away.

For those driving, the office provides ample parking, including spaces designated for clients. The parking lot is well-lit and accessible, with designated spaces for individuals with disabilities.

Featured Characteristics

• Personalized Service: Susan Lyon and her team take the time to understand each client's unique financial situation and goals, offering tailored solutions and ongoing support.
• Face-to-Face Consultations: The office places a strong emphasis on building relationships through face-to-face consultations, ensuring clients feel heard and understood.
• Comprehensive Approach: Edward Jones takes a holistic approach to financial planning, considering all aspects of a client's financial life when developing strategies.
• Community Involvement: The office is actively involved in the Rock Falls community, supporting local initiatives and events.

Practical Information

• Address: 2401 N. Tower Road, Suite 109, Rock Falls, IL 61071
• Phone: 56264822
• Website: edwardjones.com
• Hours: Monday-Friday, 8:00 AM - 5:00 PM (EST)
• Appointments: Recommended; contact the office to schedule a consultation

Other points of interest include wheelchair-accessible entrance, parking lot, and restroom, ensuring that all clients can access the office with ease.

Praise from Clients

While there are currently no reviews on Google My Business, the positive reputation of Edward Jones as a nationwide firm speaks to the quality of service clients can expect from Susan Lyon and her team. Many clients of Edward Jones appreciate the company's personal touch, comprehensive approach, and commitment to helping them achieve their financial goals.