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: Davis A Whitten, AAMS®
814 Palmer Road, Madison, AL
35758, United States
Reviews
5.0
22 reviews
5 stars
22
4 stars0
3 stars0
2 stars0
1 star0
- AOAlex OlmedaDec 10, 20255.0Superb financial advisor
- MRMarty RogersDec 10, 20255.0I have the pleasure of being in a group that Davis is also in and meet and see him weekly. Davis is such a personable professional. If you have a chance to talk to him about his chosen profession, you will hear a compassion and expertise that makes him stand out above the rest.
- SWSteve WilloughbyDec 3, 20255.0Davis came to me highly recommended, and I can see why. Davis is very knowledgeable and professional as my financial advisor. Davis is very patient to make sure I fully understand any investments I undertake and understands my needs. Davis takes time to meet and review my accounts with me and advise me on options I have. Davis is always quick to respond to any questions that I may have. Office staff is very professional and always feel at ease when I have a meeting with Davis. I feel Davis knows me personally and I'm not just some account number to him. I would highly recommend anyone looking for a financial advisor to contact Davis and start a relationship with him as soon as possible.
- KCKacey ClarkAug 21, 20255.0Davis is the first and only financial advisor I've found who makes the process accessible, relatable and easy to understand. There are a lot of stuffy guys out there who are happy to take your money and check in with you once a year. If you're looking instead, for better customer service, top tier expertise, and an advisor who cares about you, your family and your goals ... Davis is your man.
- JRJeffrey RanshawAug 20, 20255.0Provides helpful information to make planning easy for my business and personal finances. Always available to answer my questions.
Frequently Asked Questions About Edward Jones - Financial Advisor: Davis A Whitten, AAMS®
What financial services does Edward Jones - Financial Advisor: Davis A Whitten offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Davis A Whitten?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/davis-whitten/contact/.
What specialities does Davis A Whitten focus on at Edward Jones?
Specialities include 401(k) plans, Roth IRA, 529 College Savings Plan, and Life Insurance.
Where is Edward Jones - Financial Advisor: Davis A Whitten located?
Their office is at 814 Palmer Road, Ste C, Madison, AL 35758, United States.
What languages are supported by the financial advisor Davis A Whitten?
Services are offered in English.
How can I contact Davis A Whitten by phone or email?
You can call +1 256-772-3345 or email davis.whitten@edwardjones.com.
Are there any apps available to access Edward Jones services on mobile?
Yes, there are Android and iOS apps available through Google Play and the Apple App Store.
What nearby places can I visit before or after meeting with Edward Jones on Palmer Road?
Nearby places include Legacy Insurance for your auto or other insurance needs, Millidine's Salon & Day Spa for beauty services, and The Stem & Stein for dining and wine.
Is there a dentist near Edward Jones - Financial Advisor: Davis A Whitten?
Yes, Madison Dental Care and Gibson Dental are nearby, offering dental and medical services.
Are there fitness centers close to Edward Jones's location in Madison, AL?
Yes, nearby fitness options include SWEAT440 Madison and RedX Fitness Madison for gym and active lifestyle activities.