Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®
5.04 reviews
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: Scott A Holman Jr, CEPA®|AAMS®
34597 N 60th St, Scottsdale, AZ
85266, United States
Hours
Reviews
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- KMKara McClainMay 16, 20245.0Scott is personable, prompt, knowledgeable and I trust him. He’s been so helpful in my financial journey.
- WKWendi KFeb 9, 20245.0We really enjoy working with Scott. He is very knowledgeable about all the ins and outs of financial planning. We’ve been working with him for several years. We highly recommend him. Liz is amazing and very helpful!
- SRSarah RandolphSep 23, 20215.0Scott is easy to work with, he is professional, and very knowledgeable. He takes a holistic approach to his client's finances and helps his clients develop a plan to achieve their goals, whether they are retirement, opening a new business, or saving for college. His office admin, Liz, is pleasant, kind, and a joy to work with. She gets to know you and your family and clearly cares about you and your goals. If you are looking for a team of professionals, who take an interest in you and your goals and your family, and take the time to really get to know your needs, I highly recommend Scott and his team for your financial needs.
- MRmichael RatzkenJun 4, 20215.0Working with Scott has been nothing short of spectacular. He is knowledgeable about the markets and different investment opportunities. After speaking with numerous financial advisers before meeting Scott I feel lucky to have met him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott A Holman Jr, CEPA®|AAMS®
What financial services does Edward Jones with Scott A Holman Jr offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Scott A Holman Jr?
The office is open Monday through Friday from 8:00 AM to 5:00 PM, and is closed on Sundays and Saturdays, except by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Scott A Holman Jr located?
The office is located at 34597 N 60th St, Suite 108, Scottsdale, AZ 85266, USA.
How can I contact Scott A Holman Jr at Edward Jones?
You can reach him via phone at +1 480-837-3353 or email at scott.holman@edwardjones.com.
Does Edward Jones - Financial Advisor: Scott A Holman Jr have online resources or apps for clients?
Yes, clients can use the Edward Jones mobile app available on Android and iOS, and visit their website for online tools and calculators.
How can I schedule an appointment with Scott A Holman Jr?
Appointments can be scheduled online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-holman/contact/.
Are there other financial advisors near Edward Jones - Financial Advisor: Scott A Holman Jr?
Yes, nearby financial advisors include Edward Jones locations with Joshua B Lewis and Ed Barthelme, providing additional options for financial services in the area.
What nearby services can complement a visit to Edward Jones in Scottsdale?
Nearby services include Jason McCloud insurance agency and Complete Eye Care, which clients might consider for related personal and financial wellness needs.
What community and recreational centers are close to Edward Jones - Financial Advisor: Scott A Holman Jr?
Clients can visit nearby locations such as the YMCA and Holland Community Center for social and recreational activities before or after their appointments.
What is the history and reputation of Edward Jones as a financial service provider?
Edward Jones was established in 1922 and is known for providing personalized financial advisory services designed to fit the goals of individual clients.