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: David W Lamb, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: David W Lamb, CFP®
What services does Edward Jones - Financial Advisor: David W Lamb, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: David W Lamb, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
Can I book an appointment online with David W Lamb at Edward Jones?
Yes, you can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-lamb/contact/.
Where is Edward Jones - Financial Advisor: David W Lamb located?
The office is located at 1600 Pine Grove Road, Suite 108, Steamboat Springs, CO 80487, USA.
How can I contact Edward Jones - Financial Advisor: David W Lamb by phone?
You can reach them at their main phone number +1 970-713-8553 or their alternate phone +1 970-879-7742.
Does Edward Jones - Financial Advisor: David W Lamb use a mobile app for services?
Yes, the Edward Jones mobile app is available for Android and iOS devices through the Google Play Store and Apple App Store respectively.
What nearby restaurants can I visit before or after my appointment at Edward Jones?
Nearby dining options include Papa Murphy's Take 'N' Bake Pizza and SNOWFOX, offering convenient meal choices close to the office location.
Are there any nearby coffee shops near Edward Jones - Financial Advisor: David W Lamb?
Yes, there is a Starbucks nearby where you can enjoy coffee or a snack before or after your visit.
What financial institutions are located near Edward Jones for additional banking needs?
Nearby financial institutions include WELLS FARGO BANK and Wells Fargo ATM, providing convenient access to banking services close to Edward Jones.
What other services and shops are available near Edward Jones for convenience?
You can find essential services and shops nearby such as City Market supermarket, KeyMe Locksmiths, and The Reading Compass Book Store for various needs.