Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®
5.02 reviews
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: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®
2050 Terry Street, Longmont, CO
80501, United States
Hours
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- RHRaven HaleyAug 13, 20235.0I just filled out a form online, The next day this wonderful lady contacted me and set me up with an account. Just one more step to go. Then I'll have a retirement that I can invest in. I highly recommend Edward Jones.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®|AAMS®
What financial services does Edward Jones - Financial Advisor: Bill Stone offer?
Edward Jones - Financial Advisor: Bill Stone offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Bill Stone in Longmont, CO?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Bill Stone located?
The office is located at 2050 Terry Street, Suite 201, Longmont, CO, 80501, United States.
How can I contact Edward Jones - Financial Advisor: Bill Stone?
You can contact Bill Stone via phone at +1 303-776-6342 or email at bill.stone@edwardjones.com.
Is it possible to schedule a consultation with Bill Stone online?
Yes, you can schedule a consultation through the contact page at https://www.edwardjones.com/us-en/financial-advisor/bill-stone/contact/.
Does Edward Jones offer any online apps for managing investments?
Yes, Edward Jones offers both Android and iOS apps for managing your investments, available on Google Play Store and the Apple App Store respectively.
What languages are spoken at Edward Jones - Financial Advisor: Bill Stone's office?
The primary language spoken at the office is English.
Are there any financial institutions near Edward Jones - Financial Advisor: Bill Stone that clients might visit?
Yes, nearby financial institutions include Elevations Credit Union and Volk GBS, which could be convenient for clients handling banking alongside their investment services.
What nearby services could complement a visit to Edward Jones - Financial Advisor: Bill Stone?
Clients visiting Edward Jones can also access services like mortgage assistance at Guild Mortgage - Patty Kulton or insurance services at Country Financial and Allstate Insurance Agent: Lizabeth Hogan located nearby.
Are there any dining options near Edward Jones - Financial Advisor: Bill Stone for clients to consider before or after appointments?
Yes, nearby dining options include Perkins Restaurant & Bakery and Perkins American Food Co., ideal for a meal during your visit to the area.