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: Brad Atkinson, CFP®
1630 Dry Creek Drive, Longmont, CO
80503, United States
Hours
Reviews
5.0
1 reviews
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- LJLinda JohnsonMay 28, 20205.0Without hesitation, I would (and have) recommended Brad to anyone that needs an investment advisor. I encountered Brad "by accident" many years ago. From the beginning, he has been very attentive, helping/communicating with me without being a pest. He speaks in plain English in a way that I can understand without the intimidating financial mumbo jumbo that I've heard from other advisors. He's given me great advice, including doing a "health check" on outside investments, which ultimately saved me a lot of money in unnecessary fees. He's gone above and beyond reasonable expectations, sitting in on meetings with estate planners, CPAs, etc. He responds to phone calls in a timely manner. And he always makes me feel like I'm his most important client (I'm sure I'm not...)
Frequently Asked Questions About Edward Jones - Financial Advisor: Brad Atkinson, CFP®
What services does Edward Jones - Financial Advisor: Brad Atkinson offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
What are the office hours of Edward Jones - Financial Advisor: Brad Atkinson in Longmont, CO?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Brad Atkinson located?
The office is located at 1630 Dry Creek Drive, Suite 101, Longmont, CO 80503, USA.
How can I contact Brad Atkinson for financial advisory services?
You can contact Brad Atkinson via phone at +1 303-530-4875 or email at brad.atkinson@edwardjones.com.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator available on their website to help you prepare for your financial future.
Can I book a consultation with Brad Atkinson online?
Yes, you can schedule a meeting through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/brad-atkinson/contact/
Which language is primarily spoken at Edward Jones - Financial Advisor: Brad Atkinson?
English is the primary language spoken at this office.
What nearby medical and wellness facilities are close to Edward Jones - Financial Advisor: Brad Atkinson?
Nearby medical and wellness facilities include LifeStance Therapists & Psychiatrists Longmont, Orthopaedic and Spine Center of the Rockies, Front Range Orthopedics & Spine, Elite Acupuncture, and several orthopedists such as Dr. Gregg Koldenhoven and Dr. Matthew Gerlach.
Are there any convenient lodging options near Edward Jones in Longmont for visitors?
Yes, SpringHill Suites by Marriott Boulder Longmont is a nearby hotel and event space ideal for those visiting the area.
How can nearby services like STK Longmont Heliport or Woof Logic enhance my visit to Edward Jones?
If you are arriving by air, STK Longmont Heliport provides nearby heliport access. For pet owners, Woof Logic offers pet boarding and dog walking services, making it easier to manage your visit to Edward Jones.