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: Annie Smith
524 So. 9th Avenue, Caldwell, ID
83605, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- MLMarjorie LittlerFeb 24, 20255.0I am very happy with my portfolio’s activity! Lisa and Annie are great.
Frequently Asked Questions About Edward Jones - Financial Advisor: Annie Smith
What services does Edward Jones - Financial Advisor: Annie Smith offer?
Annie Smith offers financial advising, investment management, investment funds, and stock broker services.
What specialities does Annie Smith focus on at Edward Jones?
She specializes in 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Where is Edward Jones - Financial Advisor: Annie Smith located?
The office is located at 524 So. 9th Avenue, Suite 102, Caldwell, ID 83605, US.
How can I contact Annie Smith at Edward Jones?
You can call the main phone at +1 208-744-6111, the alternate phone at +1 208-459-0294, or email annie.smith@edwardjones.com.
Is it possible to schedule an appointment with Annie Smith online?
Yes, appointments can be scheduled through the contact page at https://www.edwardjones.com/us-en/financial-advisor/annie-smith/contact/
Does Edward Jones - Financial Advisor: Annie Smith offer any mobile apps for clients?
Yes, clients can use the Edward Jones app available on Android and iOS platforms.
What languages are spoken by Annie Smith at Edward Jones?
Services are offered in English.
Which nearby financial institutions can help customers before or after visiting Edward Jones?
Customers might also visit Zions Bank, Columbia Bank, Umpqua Bank, or First Interstate Bank nearby for complementary banking services.
Are there dining options near Edward Jones for clients to visit?
Yes, Ragazza Di Bufalo, an Italian restaurant, is nearby for dining before or after your appointment.
What other professional services are located near Edward Jones - Financial Advisor: Annie Smith?
Nearby are several professional services including Shaffer Buck Insurance Inc., TitleOne (real estate and escrow), and H&R Block (accounting and tax services), which may be helpful in planning your financial needs.