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.
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Edward Jones - Financial Advisor: Josh Symons, CFP®
I wanted to ‘529’ gift my granddaughter before the end of 2025 into her account that was setup in Katy, TX. The check I sent there was lost in the mail and they told me to go to a local Edward Jones office and give them a check for deposit. So, I called this office in S. Phoenix and got a very rude response.
I explained my situation and was told I needed an appointment first. I asked if I can get an appointment and she said yes. Then she told me I needed account confirmation from the Katy office before they can accept payment. So I gave her the name of the agent there and the account number. She then said we needed to arrange with them beforehand before a check can be received. I told her goodbye and ended the call.
I then drove to the Edward Jones office in Tempe, near Ray and 56th Street. Upon entering the reception area, I was pleasantly greeted. After explaining my situation, I wrote a check and was out within six minutes. I got a receipt for tax purposes and a very friendly goodbye from the two ladies in the office. That brightened my day!
LJ
L Johnson
Apr 7, 2023
5.0
Josh and Kristen are both incredible to work with! I cannot recommend them enough. The advisor I had previously talked to me like I was an idiot. Josh is so kind and down-to-earth. He truly just wants you to feel taken care of. They are both amazing at keeping you in the loop so you don’t feel in the dark about your money. Love them!! Good people!
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Symons, CFP®
What are the main services offered by Edward Jones - Financial Advisor: Josh Symons, CFP®?
The office offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Joshua Symons focus on as a financial advisor?
He specializes in 401(k) plans, Roth IRA, 529 College Savings Plan, and life insurance.
When is Edward Jones - Financial Advisor: Josh Symons, CFP® open for appointments?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I schedule an appointment with Joshua Symons?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-symons/contact/.
Where is Edward Jones - Financial Advisor: Josh Symons, CFP® located?
The office is located at 15425 S 40th Place, Suite 2, Phoenix, AZ 85044, United States.
What language is primarily spoken at the Edward Jones office?
English is the primary language spoken at this location.
Are there any nearby dining options around the Edward Jones office?
Yes, nearby dining options include MOD Pizza and Loose Leaf Tea Market, great places to grab food before or after your appointment.
What nearby healthcare and wellness services are accessible around Edward Jones?
Nearby healthcare and wellness services include Ironwood Dental Center, T3 Therapeutic Massage Ahwatukee, ALW Massage Therapy, Sacred Roots Wellness and Ministries, and Paula Owens (nutritionist).
Are there any legal or financial service providers close to Edward Jones?
Yes, nearby legal and financial services include Leavell & Rivera, PLC, The Maerowitz Law Firm, Kent Law PLC, and Mountain Park Ranch HOA Office.
What should I know about contacting Edward Jones - Financial Advisor: Josh Symons, CFP®?
You can reach Joshua Symons by phone at +1 208-667-3758 or email at josh.symons@edwardjones.com. Their LinkedIn profile and Facebook page are also available for more information.