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: Codie L Van Treese
402 Edison Ave, Alamosa, CO
81101, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- CDCienna DanielsJun 21, 20255.0Codie is amazing and all the staff is very nice!
Frequently Asked Questions About Edward Jones - Financial Advisor: Codie L Van Treese
What services does Edward Jones - Financial Advisor: Codie L Van Treese offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations tailored to individual goals.
Where is Edward Jones - Financial Advisor: Codie L Van Treese located?
It is located at 402 Edison Ave, Alamosa, CO 81101, US.
What are the business hours for Edward Jones - Financial Advisor: Codie L Van Treese?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Codie L Van Treese?
You can call the main phone number at +1 719-826-6840, the alternate phone at +1 719-587-0091, or email codie.vantreese@edwardjones.com.
Does Edward Jones offer any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator available through their website to help clients prepare for retirement.
Is there a mobile app available for Edward Jones services?
Yes, there are mobile apps available for both Android and iOS devices to access Edward Jones services.
How can I book an appointment with Edward Jones - Financial Advisor: Codie L Van Treese?
You can schedule a consultation through their online reservation page at the Edward Jones website.
What nearby places can I visit before or after my appointment at Edward Jones?
You can visit Roots by Blessed Brews Coffee Shop for coffee, St. Ives Pub & Eatery for dining, or Sacred Heart Catholic Church for reflection nearby.
Are there any nearby banks close to Edward Jones office in Alamosa?
Yes, San Luis Valley Federal Bank and First Southwest Bank are close by, which could be convenient for handling additional financial needs.
If I need automotive services near Edward Jones, where can I go?
Nearby options include Catons super lube for automotive repair and Valvoline Express Care for oil changes and tire services.