Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Serena C Walker
2050 Terry Street, Longmont, CO
80501, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Serena C Walker
What services does Edward Jones - Financial Advisor: Serena C Walker offer?
Edward Jones offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Serena C Walker located?
The office is located at 2050 Terry Street, Suite 201, Longmont, CO 80501, US.
How can I schedule an appointment with Serena C Walker at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/serena-walker/contact/.
What retirement and investment specialities does Edward Jones - Financial Advisor: Serena C Walker focus on?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
Does Edward Jones - Financial Advisor: Serena C Walker support multiple languages?
The office provides services in English.
How can I contact Edward Jones - Financial Advisor: Serena C Walker by phone or email?
You can call +1 303-776-6342 or email serena.walker@edwardjones.com.
Is there an app available to access Edward Jones' financial services?
Yes, the Edward Jones mobile app is available on both Android and iOS platforms.
Which nearby financial service providers are located close to Edward Jones - Financial Advisor: Serena C Walker?
Nearby financial service providers include Northwestern Mutual, Edward Jones advisors Austin J Feeney and Bill Stone, Volk GBS, and Elevations Credit Union.
What nearby options are there for clients interested in mortgage services near Edward Jones?
Clients can visit nearby mortgage brokers and lenders such as Guild Mortgage - Patty Kulton, Guild Mortgage Company, Guild Mortgage - Roberto Manzo, and Mark “The Mortgage Guy” Fasnacht.
Are there convenient local amenities near Edward Jones for clients to visit before or after their appointment?
Yes, clients can enjoy nearby places like Perkins American Food Co. and Perkins Restaurant & Bakery for dining, Breeze Thru Car Wash and Main Street Car Wash for vehicle care, and health centers like Functional Health Center and MVP Chiropractic.