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 A Martinez, CFP®|CEPA®
77 Erie Village Square, Erie, CO
80516, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie A Martinez, CFP®|CEPA®
What types of financial services does Edward Jones - Financial Advisor: Julie A Martinez offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Julie A Martinez in Erie, CO?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Julie A Martinez at Edward Jones?
Appointments can be scheduled by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-martinez/contact/.
Where is Edward Jones - Financial Advisor: Julie A Martinez located?
The office is located at 77 Erie Village Square, Ste 230, Erie, CO 80516, USA.
Does Edward Jones offer mobile apps for managing my investments?
Yes, Edward Jones has mobile apps available for Android and iOS devices, which can be downloaded from the Google Play Store and Apple App Store respectively.
What languages does Julie A Martinez at Edward Jones speak?
The financial advisor communicates with clients primarily in English.
Can you tell me about some nearby places of interest around Edward Jones in Erie?
Nearby places include health services like Urban Radiance and Erie Family Dentistry, recreational areas such as St John Park and Crescent Park, and community organizations like Erie UpLink and Kenosha Farm Community Garden.
How can nearby locations like St John Park or Kenosha Park enhance my visit to Edward Jones?
You can enjoy relaxing or recreational activities at St John Park or Kenosha Park before or after your consultation, making your visit more convenient and pleasant.
Are there other professional services near Edward Jones that may be useful for clients?
Yes, nearby services include Ehrhart Land Surveying, LLC for real estate needs, Rowenhorst Family Chiropractic for holistic health, and Cadco Printing Solutions for professional printing services.
What is Edward Jones’ approach to client data privacy?
Edward Jones prioritizes data privacy and security; detailed information is available on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.