Services we offer
CONSULTATION WITH A FINANCIAL ADVISOR TO DETERMINE FINANCIAL GOALS AND NEEDS. PRODUCTS & SERVICES INCLUDE INDIVIDUAL RETIREMENT ACCOUNTS, BUSINESS RETIREMENT ACCOUNTS, EDUCATION SAVINGS, EQUITY INVESTMENTS AND RESEARCH, MUTUAL FUNDS, FINANCIAL CALCULATORS, FIXED INCOME INVESTMENTS, INSURANCE, ANNUITIES & BANKING SERVICES.
Amenities
Free Estimates
Yes
Accepted Payment Methods
- Check
Reviews
5.01 Reviews
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Showing 1-1 of 1 reviews
Patti T.
Apr 2007
Financial Planning
Outstanding. She began with an initial 1.5 hour planning session to hear our frustrations with current investment advising. She helped us articulate our goals and then set up an action plan. She meticulously worked through the action plan so that all investments are consolidated. She is responsive, professional, personable, intelligent, comprehensive in approach, creative, and a delight to interact with. Most of all she is focused on OUR goals and our SUCCESS. I have never felt such assurance and competence in working with advisors at Fidelity, USAA, or Thrivent. Jess is absolutely a wonderful asset to our financial planning and ability to achieve results. The cost for consolidation has been very low and the gains are already incredible.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.
FAQ
EDWARD JONES is currently rated 5.0 overall out of 5.
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
EDWARD JONES accepts the following forms of payment: Check
Yes, EDWARD JONES offers free project estimates.
No, EDWARD JONES does not offer eco-friendly accreditations.
No, EDWARD JONES does not offer a senior discount.
No, EDWARD JONES does not offer emergency services.
No, EDWARD JONES does not offer warranties.
EDWARD JONES offers the following services: CONSULTATION WITH A FINANCIAL ADVISOR TO DETERMINE FINANCIAL GOALS AND NEEDS. PRODUCTS & SERVICES INCLUDE INDIVIDUAL RETIREMENT ACCOUNTS, BUSINESS RETIREMENT ACCOUNTS, EDUCATION SAVINGS, EQUITY INVESTMENTS AND RESEARCH, MUTUAL FUNDS, FINANCIAL CALCULATORS, FIXED INCOME INVESTMENTS, INSURANCE, ANNUITIES & BANKING SERVICES.