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.
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Edward Jones - Financial Advisor: Aaron M Bongard, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Aaron M Bongard, CFP®
What financial services does Edward Jones - Financial Advisor: Aaron M Bongard, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Aaron M Bongard, CFP® located?
The office is located at 5377 Manhattan Circle, Suite 202, Boulder, CO 80303, USA.
What are the business hours for Edward Jones - Financial Advisor: Aaron M Bongard, CFP®?
They are open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 4:00 PM. They are closed on weekends.
How can I contact Edward Jones - Financial Advisor: Aaron M Bongard, CFP®?
You can call them at +1 303-447-0848 or email aaron.bongard@edwardjones.com.
Can I book a consultation online with Aaron Bongard?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/aaron-bongard/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Aaron M Bongard, CFP®?
English is spoken at this location.
Are there any nearby health and wellness services close to Edward Jones' office?
Yes, nearby are several health services including Bethany Aronow Ma Lpc (counseling and mental health), Colorado Spine and Sport (chiropractor and physical therapy), and Holos Health (naturopathic holistic doctor).
Where can I find nearby financial-related services?
Gabe Bodner, a mortgage broker and financial service provider, is located nearby, which could complement your financial planning with Edward Jones.
Are there convenient amenities nearby for customers visiting Edward Jones?
Yes, PDQ Gas and Food, a convenience store and gas station with ATMs, is close by, providing convenience for visitors to the area.
What makes Edward Jones - Financial Advisor: Aaron M Bongard different from competitors?
Edward Jones offers personalized face-to-face investment advice tailored to individual client goals, supported by a century of experience since 1922, differentiating it from larger firms like Merrill Lynch or Schwab.