Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Calen Scot K Holt, AAMS®
970 North Kalaheo Avenue, Kailua, HI
96734, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Calen Scot K Holt, AAMS®
What services does Edward Jones - Financial Advisor: Calen Scot K Holt, AAMS® provide?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Calen Scot K Holt, AAMS® located?
The office is located at 970 North Kalaheo Avenue, Suite A, 103, Kailua, HI 96734, USA.
How can I schedule an appointment with Calen Scot K Holt?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/calenscot-holt/contact/
What languages are supported at the Edward Jones Kailua office?
The office provides services in English.
What types of retirement and savings plans does Edward Jones specialize in?
They specialize in 401(k) rollovers, Roth IRAs, 529 College Savings Plans, SEP IRAs, and Traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Calen Scot K Holt by phone or email?
You can call them at +1 808-254-0688 or email calenscot.holt@edwardjones.com.
Is Edward Jones - Financial Advisor located near any other financial or professional services?
Yes, it is located near other Edward Jones offices providing financial advising and services.
Are there medical services near Edward Jones in Kailua that could be convenient for clients during appointments?
Yes, nearby medical services include Women's Specialty Care, Trade Winds Family Medicine, and Pacific Behavioral Health, which clients might visit before or after appointments.
What real estate services are available near Edward Jones in Kailua?
Nearby real estate agents and services include Karen Riley from United Home Group - Keller Williams, Joanna Myers, and Coldwell Banker Pacific Properties, offering clients options for property investment or consultation around their financial plans.
Does Edward Jones have a mobile app for easier financial management?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help with financial management.