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: Joe Haan
3387 S Holmes Avenue, Idaho Falls, ID
83404, United States
Hours
Reviews
5.0
1 reviews
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1 star0
- KDKent DavisJun 3, 20245.0Our family has worked with Joe for well over 30 years. We met initially when our oldest son decided (at age 9 or so) that he wanted to invest in the stock market. Joe was amazing because: 1. he made an appointment with a 9-year-old (as long as I accompanied him), 2. totally focused on our son, not me, and 3. didn't hit me up with a sales pitch. Ever. I gave him some time to see if he would come after me, but he never did. Awesome. We have become great friends with him and his entire family, sharing many life experiences. He tirelessly focuses on us, never on himself and his bottom line. I can't imagine having a better financial advisor. I've referred him to many friends and family members and our shared experiences are totally consistent. We also like the Edward Jones perspective on finances, but it's mainly all about Joe. We have, do, and will continue to trust him with all of our family finances.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Haan
What services does Edward Jones - Financial Advisor: Joe Haan offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds investment, and financial advising tailored to your individual goals.
What are the business hours for Edward Jones - Financial Advisor: Joe Haan?
The office is open Monday to Friday, from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Joe Haan located?
The office is located at 3387 S Holmes Avenue, Idaho Falls, ID 83404, USA.
How can I contact Edward Jones - Financial Advisor: Joe Haan?
You can call at +1 208-522-6450 or email joe.haan@edwardjones.com for inquiries or to schedule an appointment.
Is there a way to schedule a consultation with Joe Haan online?
Yes, you can make a reservation or contact Joe Haan through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/joe-haan/contact/.
Does Edward Jones - Financial Advisor: Joe Haan have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient investment management.
What languages are spoken at Edward Jones - Financial Advisor: Joe Haan?
English is the primary language spoken at this office to serve clients effectively.
What are some nearby financial services near Edward Jones - Financial Advisor: Joe Haan?
Nearby financial service providers include Castle Lake Insurance and Suncrest Advisors Idaho Falls, which might be useful for complementary insurance and financial advising needs.
Are there dental services close to Edward Jones - Financial Advisor: Joe Haan?
Yes, several dental offices are nearby such as Cline Family & Cosmetic Dentistry of Idaho Falls, Alligator Pediatric Dentistry, and Hillam Orthodontics, useful for your or your family's dental care when visiting the area.
What recreational areas can clients visit near Edward Jones - Financial Advisor: Joe Haan?
Community Park is nearby and offers opportunities for outdoor activities and relaxation before or after your appointment at Edward Jones.