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: Steve Smith, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Smith, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Steve Smith, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM EST and closed on weekends except by appointment on Saturdays.
How can I schedule a consultation with Steve Smith at Edward Jones?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-smith3/contact/ or emailing steve.smith3@edwardjones.com.
What types of financial services does Edward Jones - Steve Smith offer?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and personalized financial advice.
Where is Edward Jones - Financial Advisor: Steve Smith, CFP® located?
The office is located at 330 SW Main Blvd, Lake City, FL 32025, United States.
What languages are spoken by the team at Edward Jones - Financial Advisor: Steve Smith?
The financial advisor team speaks English.
Does Edward Jones provide any online tools for retirement planning?
Yes, they offer 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.
Are there other financial services nearby Edward Jones - Steve Smith in Lake City?
Yes, nearby financial services include Edward Jones - Financial Advisor: Steve Smith, AAMS®, Seacoast Bank, People's State Bank, and Drummond Community Bank, which could be helpful for additional banking or investment needs.
What nearby services can help with real estate or mortgage needs near Edward Jones?
Nearby options include Rosy Sparks - Realtor North Central Florida and Chani Walker, a mortgage broker, providing convenient real estate and mortgage services close to Edward Jones.
Are there any nearby places to relax or get personal care after visiting Edward Jones?
Yes, nearby beauty and wellness locations include Columbia County Chiropractic Center, The Massage Tree spa, N & K Nails salon, and Southern Touch Microblading for massage, nail care, and beauty services.
What dining options are available near Edward Jones in Lake City?
Nearby dining includes Taco Bell for fast Mexican food and Cox BBQ for American barbecue cuisine, ideal for grabbing a meal before or after your appointment.