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 A Lundberg, CFP®|AAMS®
16055 Old Forest Pt, Monument, CO
80132, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS® offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS® located?
The office is located at 16055 Old Forest Pt, Suite 100, Monument, CO 80132, USA.
How can I schedule an appointment with Brad A Lundberg?
You can schedule an appointment using the contact form on their reservation page at https://www.edwardjones.com/us-en/financial-advisor/brad-lundberg/contact/.
Does Edward Jones - Financial Advisor: Brad A Lundberg offer online resources or tools?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
What languages are supported at Edward Jones - Financial Advisor: Brad A Lundberg's office?
Services are provided in English.
Which other Edward Jones financial advisors are located near Brad A Lundberg's office?
Nearby Edward Jones financial advisors include Jason C Palmer and Amber L Jack, AAMS® offices, which could provide additional support or consultation options.
Are there any financial institutions near Edward Jones - Financial Advisor: Brad A Lundberg?
Yes, Ent Federal Credit Union, Ent Credit Union, and Colorado Financial Strategies Group are nearby and may offer complementary financial services.
What nearby amenities are useful for clients visiting Edward Jones - Financial Advisor: Brad A Lundberg?
Clients can find local dining options such as Qdoba and Jersey Mike's Subs nearby, as well as automotive services like Les Schwab Tire Center and Discount Tire Store for convenience during their visit.
How can the proximity to public service offices like Triview Metropolitan District and Monument Fire District benefit clients?
Being close to the Triview Metropolitan District and Monument Fire District Administrative Offices can make it easier for clients to combine financial consultations with other civic matters or emergencies, enhancing convenience.