Edward Jones
About
This Edward Jones office in Harvard Square works with clients on the big financial questions: preparing for retirement, living in retirement, paying for education, preparing for the unexpected and planning an estate or inheritance. The advisor invites clients to ask as many questions as they like and promises answers in plain English. Guidance covers how clients spend, save, protect and borrow, with the goal of freeing them to pursue what they care about rather than tracking markets on financial news.
The branch is a small, two-person team made up of the financial advisor and a senior branch office administrator, and the advisor says the team will work both for and with clients. It is part of Edward Jones, the St. Louis-based financial services firm founded in 1922, which serves individual investors through a nationwide network of local branch offices. The advisor invites prospective clients to simply reach out if they want to talk.
What to Know
- Jan Lopez is the senior branch office administrator.
- The office belongs to the Harvard Square Business Association.
- Edward Jones offers investment accounts, retirement accounts, education savings and insurance-related products through its advisors.
Is this your business?
Claim it to add hours, photos, a description and a spotlight story.