Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lee A Donaldson, CFP®
7278 Hwy 72 W, Madison, AL
35758, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- THTrent HeardFeb 9, 20235.0Excellent service! I recommend scheduling a financial consultation with Mr. Lee Donaldson.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lee A Donaldson, CFP®
What types of financial services does Edward Jones - Financial Advisor: Lee A Donaldson, CFP® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client goals through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Lee A Donaldson?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Lee A Donaldson, CFP® located?
The office is located at 7278 Hwy 72 W, Ste B, Madison, AL 35758, United States.
How can I contact Edward Jones - Financial Advisor: Lee A Donaldson?
You can contact them by phone at +1 256-721-2694 or via email at lee.donaldson@edwardjones.com.
Is there an online way to book an appointment with Lee A Donaldson's office?
Yes, appointments can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lee-donaldson/contact/.
Do Edward Jones - Financial Advisor: Lee A Donaldson provide any digital tools or apps?
Yes, Edward Jones offers mobile apps available on both Android and iOS for managing investments and financial planning.
What languages are spoken at Edward Jones - Financial Advisor: Lee A Donaldson's office?
They provide services in English.
What nearby dental services are available if I need a dental appointment around Edward Jones - Financial Advisor: Lee A Donaldson?
Nearby dental offices include Renew Smiles Dental Implant Center, Divine Expressions Family Dentistry, Dutton Dental, Dr. Donald Porch DMD, Patel Ankit K, David Bruce DMD, and Horizons Dental—providing various dental care options near the financial office.
Are there any nearby banks if I need banking services near Edward Jones - Financial Advisor: Lee A Donaldson?
Yes, BancorpSouth Bank and Cadence Bank are nearby, which may be convenient for banking alongside your financial planning visits.
What nearby places can I visit for dining or relaxation before or after my appointment at Edward Jones?
You can visit SZND Kitchen & Cocktails for dining, Peacemaker Massage for relaxation and spa services, or stop by Catered 2 for healthy café options near the office.