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: Zack Excell, AAMS®
970 Pier View Drive, Idaho Falls, ID
83402, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
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1 star0
- DGDaniel GibsonOct 11, 20225.0As a college student, I didn’t have too much to invest, but Zack was willing to work with me and help me plan for a solid financial future. I recommend him to all my friends who are planning their financial futures.
Frequently Asked Questions About Edward Jones - Financial Advisor: Zack Excell, AAMS®
What services does Edward Jones - Financial Advisor: Zack Excell, AAMS® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Zack Excell located?
The office is located at 970 Pier View Drive, Suite A, Idaho Falls, ID 83402, USA.
What are the office hours for Edward Jones - Financial Advisor: Zack Excell?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Zack Excell?
You can contact the office by phone at +1 208-522-3378 or email at zack.excell@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Zack Excell?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/zack-excell/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Zack Excell?
The office offers services in English.
Does Edward Jones - Financial Advisor: Zack Excell offer any digital resources or apps?
Yes, Edward Jones has mobile apps available for Android and iOS to help manage investments and access services conveniently.
Are there other financial advisors near Edward Jones - Financial Advisor: Zack Excell?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Brenda K Haan and Wright and Associates - Ameriprise Financial Services, providing additional options for financial services.
What dining options are available near Edward Jones - Financial Advisor: Zack Excell?
Nearby dining includes Idahoan LATAM restaurant and Hokkaido Ramen House, great spots to enjoy a meal before or after your appointment.
What recreational or shopping options are near Edward Jones - Financial Advisor: Zack Excell?
You can visit Bill's Bike and Snow or Bills Bike Shop for bicycles and ski gear, or Saucony shoe store for sportswear, providing recreational shopping nearby.