Edward Jones - Financial Advisor: David D Smith, CFP®|CEPA®|AAMS®
5.02 reviews
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: David D Smith, CFP®|CEPA®|AAMS®
843 Fairview Avenue B-1, Bowling Green, KY
42101, United States
Hours
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- JCJames ClemonsNov 30, 20245.0Pleasure to work with David
- KLKeith LeedyJul 31, 20205.0David is awesome. He is always available to answer questions and is genuine in care for my family’s future. Even though I know my portfolio is probably one of the smallest he manages, he always takes time to explain things to me and treats my portfolio with just as much importance as any of his rest. Whether you have a larger portfolio or just starting a new one, I don’t think you could find a better financial advisor then David Smith.
Frequently Asked Questions About Edward Jones - Financial Advisor: David D Smith, CFP®|CEPA®|AAMS®
What are the main financial services offered by Edward Jones - Financial Advisor: David D Smith?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, and investment management with face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: David D Smith?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with David D Smith at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-d-smith/contact/.
Where is Edward Jones - Financial Advisor: David D Smith located?
The office is located at 843 Fairview Avenue B-1, Bowling Green, KY 42101, US.
Does Edward Jones - Financial Advisor: David D Smith offer services in any other languages?
They provide services primarily in English.
Is there an online app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for client convenience.
What nearby fitness facilities can I visit before or after my appointment at Edward Jones?
Barre Co., a nearby gym, and Hot Yoga Bowling Green, a yoga studio and gym, are both located close to the Edward Jones office for your fitness needs.
Are there local dining options near Edward Jones - Financial Advisor: David D Smith?
Yes, nearby options include Donatos Pizza for casual dining and Cambridge Market and Cafe for American restaurant and cafe fare.
Where can I find medical or wellness services close to the Edward Jones office?
Nearby you can find Sheldons Respiratory and Wellness Center, Sheldon’s Express Pharmacy, Benchmark Physical Therapy, Harmony Therapeutic Yoga, and Jackson Chiropractic of Bowling Green.
Is there public contact information available for Edward Jones - Financial Advisor: David D Smith?
Yes, you can reach them by phone at +1 270-783-0820 (local) or +1 270-783-4433 (main), or via email at david.d.smith@edwardjones.com.