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.
Walked in to office on Woodruff in Idaho Falls and Kelly Beck went out of her way to assist me in arranging to have paperwork faxed so we could have a proper signature, that was needed to complete a rollover from my home office! Thank you again for your help.
KR
Kendall Russell
Mar 26, 2025
5.0
Sam Bird has hepled me with both business and personal financial planning. He is thoughtful, thorough and astute. He has followed up quickly with messages and concerns. Look forward to a long relationship.
Frequently Asked Questions About Edward Jones - Financial Advisor: Samuel H Bird
What services does Edward Jones - Financial Advisor: Samuel H Bird offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Samuel H Bird, the financial advisor?
You can schedule an appointment through the contact page at https://www.edwardjones.com/us-en/financial-advisor/samuel-bird/contact/
What specialities does Edward Jones - Financial Advisor: Samuel H Bird focus on?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Samuel H Bird located?
The office is located at 761 South Woodruff, Idaho Falls, ID 83401, USA.
What languages are spoken by the financial advisor at Edward Jones - Samuel H Bird?
English is spoken at this location.
How can I contact Samuel H Bird by phone or email?
You can call +1 208-524-1303 or email samuel.bird@edwardjones.com to get in touch.
Are there any apps available to manage my investments with Edward Jones?
Yes, Edward Jones has mobile apps available on Android and iOS platforms for managing your investments.
What nearby places are close to Edward Jones - Financial Advisor: Samuel H Bird for wellness and relaxation?
Nearby wellness and relaxation options include Tru Body Shaping Day Spa and YoJo's Hair & Skin Studio, which customers can visit before or after their financial appointments.
Are there any entertainment or recreational facilities near Edward Jones in Idaho Falls?
Yes, ConFundrum Escape Rooms offers entertainment nearby, and fitness enthusiasts can visit Razor's Edge Boxing Club or Snap Fitness close to the office.
What nearby professional services can I find around Edward Jones - Financial Advisor: Samuel H Bird?
Nearby professional services include Rudd and Company (accountants), various legal firms like Avery Law, and healthcare providers such as Affleck Md Eye Care and Mountain West Dental Care.