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: Julie Scheffer, ABFP®|AAMS®
5760 W 120th Ave, Broomfield, CO
80020, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- RCRachel CourtneyMar 7, 20255.0We've been working with Julie and Shawna since 2021 and have really appreciated their professionalism, their communication style and what they have done for our retirement accounts. They take care of everything so we don't have to worry about it.
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Scheffer, ABFP®|AAMS®
What services does Edward Jones - Financial Advisor: Julie Scheffer offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Julie Scheffer?
The office is open Monday through Thursday from 7:30 AM to 4:30 PM, Friday from 7:30 AM to 3:30 PM, and is closed on Saturdays and Sundays, with appointments available by request on weekend days.
Where is Edward Jones - Financial Advisor: Julie Scheffer located?
The office is located at 5760 W 120th Ave, Suite 200, Broomfield, CO, 80020, USA.
How can I contact Edward Jones - Financial Advisor: Julie Scheffer?
You can contact them via phone at +1 720-606-4203 or alternate phone +1 720-389-7386, or email at julie.scheffer@edwardjones.com.
Does Edward Jones - Financial Advisor: Julie Scheffer have an online presence?
Yes, you can find them on LinkedIn and Facebook, and use their financial tools via their website or mobile apps for iOS and Android.
How is Edward Jones - Financial Advisor: Julie Scheffer different from other financial service providers nearby?
Edward Jones offers tailored face-to-face investment advice focusing on individual client goals, setting them apart from traditional financial institutions like banks and insurance agents nearby.
What nearby financial services can I find around Edward Jones - Financial Advisor: Julie Scheffer?
Nearby financial services include Neil R Draxler's Edward Jones office, Paul Little - State Farm Insurance Agent, O'Connor Tax Group, and several banks like First Interstate Bank and Great Western Bank.
Are there any nearby places where I can eat before or after visiting Edward Jones - Financial Advisor: Julie Scheffer?
Yes, dining options nearby include Taco Bell for fast food, The Crab House for seafood, Village Inn for American cuisine, Popeye's for Southern food, and Jimmy John's for sandwiches.
Can I find nearby health and medical services close to Edward Jones - Financial Advisor: Julie Scheffer?
Yes, nearby health services include Colorado Women's Center - Broomfield, 3 D Vision, Villagio Senior Living, and MyEyeDr. for optometry.
What are some convenient nearby locations that might help with transportation or storage when visiting Edward Jones - Financial Advisor: Julie Scheffer?
Nearby conveniences include U-Haul Neighborhood Dealer for truck rentals and Extra Space Storage for self-storage needs, making it easier to manage moving or storage while handling financial matters.