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: Tad Smith, AAMS®
50 Broad Street, Milford, CT
06460, United States
Hours
Reviews
4.2
5 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star
1
- RCRussell ClarkAug 12, 20255.0Tad and Jacquelyn are expert money managers and financial advisors.
- SRSasha RodriguezFeb 17, 20235.0Christopher was great! He definitely gave me guidance to the right direction and help me with my budget and debts. Would definitely recommend.
- TCTROY CASEYAug 4, 20211.0Tad Smith Took my money said would do 1 thing and reverse my investment, and it would cost $125.00. Tad called today to change what he said and tell me he is keeping more of my money I decided to not invest. Take your money elsewhere these are dis honest people I think. Very dis honest in my opinion and took advantage of me being novis in the investment world.
- PMPat MonahanSep 1, 20155.0We think Tad is one of our family's greatest assets. My children are now 28 and 24 years old and building their futures. Tad is already helping them take the savings habits they've grown up with, and put them into a balanced growth strategy that fits them well. More importantly, he does it in a way that is so comfortable. He uses easy to understand language in a potentially stressful subject that can be overwhelming to understand. Tad is so easy to work with and his results get a 5 star rating as well.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tad Smith, AAMS®
What services does Edward Jones - Financial Advisor: Tad Smith offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advisory services.
Where is Edward Jones - Financial Advisor: Tad Smith located?
Edward Jones is located at 50 Broad Street, Milford, CT 06460, United States.
What are the business hours of Edward Jones - Financial Advisor: Tad Smith?
The office is open Monday to Friday from 9:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Tad Smith?
You can contact the office by phone at +1 203-874-1262 or email at tad.smith@edwardjones.com.
Can I schedule a consultation with Tad Smith online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/tad-smith/contact/.
Does Edward Jones - Financial Advisor: Tad Smith offer resources for retirement planning?
Yes, they offer a retirement savings calculator to help clients prepare for their future, accessible via their website.
What languages are spoken at Edward Jones - Financial Advisor: Tad Smith's office?
English is the primary language spoken at the office.
Which nearby restaurants can I visit before or after my appointment at Edward Jones?
You can visit nearby restaurants such as Don Rene Taqueria for Mexican cuisine, Colony Grill for a casual dining experience, or Colony Pizza Milford Ct for quick pizza options.
Are there any nearby financial or mortgage services near Edward Jones?
Yes, nearby services include Prosperity Home Mortgage - Gerry Klender and KeyBank, which offer mortgage and financial services.
What other local services are available near Edward Jones for personal care or wellness?
Nearby you can find MySkin Face and Body Clinic and Clarity Wellness Spa for spa and massage services, as well as Tori Burr Hair for beauty and salon needs.