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: Dave Loomis
807 Mountain Ave, Berthoud, CO
80513, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Dave Loomis
What services does Edward Jones - Financial Advisor Dave Loomis offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
What are the office hours for Edward Jones - Financial Advisor Dave Loomis?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Dave Loomis?
You can reach them by phone at +1 970-660-3573 or +1 970-532-1134, or email at dave.loomis@edwardjones.com.
Where is Edward Jones - Financial Advisor Dave Loomis located?
They are located at 807 Mountain Ave, Suite 201, Berthoud, CO 80513, USA.
Is there an online platform or app to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to manage your investments and access financial services.
How can I schedule a consultation with Dave Loomis at Edward Jones?
You can schedule a consultation through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/dave-loomis/contact/.
Are there any nearby banks around Edward Jones' location for additional banking needs?
Yes, nearby banks include SouthState Bank, Independent Bank, and Northern Colorado Credit Union, which can assist with complementary banking services.
What dining options are available near Edward Jones in Berthoud?
Nearby restaurants include A&W Restaurants for fast food, Berthoud Brewing Co for pub atmosphere, Pizza Hut for pizza, and Colorado Curry for Indian cuisine.
Are there any community services or government offices close to the Edward Jones office?
Yes, the Town of Berthoud, CO and Berthoud Squad - Larimer County Sheriff's Office are nearby and provide community and public services.
What makes Edward Jones - Financial Advisor Dave Loomis different from other financial advisors in the area?
They focus on personalized, face-to-face consultations to tailor investment plans to your individual goals, supported by a range of financial products such as stocks, bonds, and mutual funds.