Edward Jones - Financial Advisor: Scott Donald, CFP®

5.0
3 reviews

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: Scott Donald, CFP®
3004 Charlestown Crossing Way, New Albany, IN
47150, United States

Hours

Reviews

5.0
3 reviews
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  • JR
    Jay Royalty
    Jun 19, 2024
    5.0
    Scott & Kathy have truly saved our sanity over the last few months. We needed Scott’s help with navigating short- & long-term disability, 401K, pension, etc., when it was a tad too early in our plans to retire. Scott’s & Kathy’s out of the box thinking and quick communications saved us from missing house payments and stressing us more during an incredibly stressful time. My wife and I are so grateful to have found this office.
  • CB
    Conner Blankenship
    Dec 4, 2020
    5.0
    Scott is a phenomenal Financial Advisor. He is personable, professional, and always looking for ways to help. His extensive financial knowledge is second to none! Scott has helped me and my wife succeed in both our financial and professional goals. If you are looking for someone that can get you on the right track, look no further!

Frequently Asked Questions About Edward Jones - Financial Advisor: Scott Donald, CFP®

What are the main services provided by Edward Jones - Financial Advisor: Scott Donald, CFP®?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, focusing on tailored advice through face-to-face consultations.

Where is Edward Jones - Financial Advisor: Scott Donald, CFP® located?

The office is located at 3004 Charlestown Crossing Way, New Albany, IN 47150, USA.