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: Alicia Shepherd, CFP®|ChFC®|CEPA®|AAMS®
7373 E Doubletree Ranch Road, Scottsdale, AZ
85258, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Alicia Shepherd, CFP®|ChFC®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Alicia Shepherd offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
What are the office hours for Alicia Shepherd's Edward Jones financial advisory?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Alicia Shepherd located?
The office is located at 7373 E Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258, USA.
How can I contact Alicia Shepherd for a financial consultation?
You can contact Alicia Shepherd by phone at +1 480-948-2245 or by email at alicia.shepherd@edwardjones.com. You can also book an appointment through their online reservation page.
Is there an app available for Edward Jones clients to manage their investments?
Yes, Edward Jones offers a mobile app available for both Android and iOS devices to help manage your investments conveniently.
What languages does the financial advisor Alicia Shepherd speak?
The primary language spoken is English.
What nearby financial services and advisors are close to Edward Jones - Financial Advisor: Alicia Shepherd?
Nearby financial services include Meyer Financial, Vestpointe Wealth Management, Carlon Wealth Advisors, and Quantum Financial, offering additional financial advising and investing options.
Are there any legal or estate planning services near Alicia Shepherd's Edward Jones office?
Yes, nearby legal and estate planning services include KEYTLaw - Scottsdale Estate Planning, KEYTLaw, L.L.C., Mied Law Group, and Padish Law Group, providing expertise in estate planning, tax law, and family law.
What nearby businesses can help with property management and real estate around the Edward Jones location?
Nearby businesses for property management and real estate include Pinnacle Property Management, Vestmont, Gainey Ranch Financial Center, and Cushman and Wakefield.
Does Edward Jones - Financial Advisor: Alicia Shepherd have a social media presence?
Yes, Edward Jones maintains a Facebook page and a Twitter handle (@EdwardJones) where you can find updates and information about their services.