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: Mark Purdy
1186 Graves Ave, Estes Park, CO
80517, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Mark Purdy
What personalized financial services does Edward Jones - Financial Advisor: Mark Purdy offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
How can I contact Mark Purdy for financial advisory services?
You can contact Mark Purdy by phone at +1 970-586-9969 or email at mark.purdy@edwardjones.com.
Where is Edward Jones - Financial Advisor: Mark Purdy located?
The office is located at 1186 Graves Ave, Suite C, Estes Park, CO 80517, USA.
Can I book a consultation with Mark Purdy online?
Yes, you can schedule a consultation via the reservation link on Edward Jones' website for Mark Purdy: https://www.edwardjones.com/us-en/financial-advisor/mark-purdy/contact/.
Is there a mobile app for Edward Jones services?
Yes, Edward Jones offers mobile apps for Android and iOS devices to manage your investments and financial plans.
What should I expect during a face-to-face consultation with Mark Purdy?
You will receive tailored financial advice focused on your retirement planning, education savings, and tax-efficient investment strategies to fit your individual goals.
What nearby real estate agents can assist me if I am planning to move to Estes Park?
Nearby real estate agents include Renee Hodgden, Kirk Fisher, Gomez Team, Cindy Miller, Kim Lemirande, and RE/MAX Mountain Brokers who can assist you with real estate services in the Estes Park area.
Are there any community services near Edward Jones - Financial Advisor: Mark Purdy?
Yes, nearby community services include the Estes Valley Board of Realtors and Estes Park Learning Place which offer real estate support and educational opportunities respectively.
What local amenities can I enjoy before or after visiting the Edward Jones office?
You can visit Visit Estes Park, a local park and professional service spot, or enjoy outdoor activities like mountain sports near Backbone Adventures.
What industries and specialties does Edward Jones - Financial Advisor: Mark Purdy specialize in?
They specialize in stocks & bonds, investment management, and financial advising services focused on personalized client goals.