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.
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Edward Jones - Financial Advisor: Heath Bowling, CFP®|CEPA®
These folks are awesome! Been with them for over ten years, and now five years into retirement. Heath and Ellie are so easy to work with, and they ensure any questions we have are clearly answered. Wouldn't think of trusting anyone else with our retirement finances
MW
Melinda Watson
Feb 23, 2025
5.0
I have worked with Heath and his team for several years. They are all very knowledgeable, personable and efficient. Heath truly looks out for his clients. Cindy and the rest of the team are top-notch!
Frequently Asked Questions About Edward Jones - Financial Advisor: Heath Bowling, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Heath Bowling, CFP®|CEPA® provide?
The firm provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Heath Bowling?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays. On Saturdays, service is available by appointment only.
How can I contact Heath Bowling, CFP® for an appointment?
You can contact Heath Bowling via phone at +1 270-751-6669, alternate phone at +1 270-444-6220, or email at heath.bowling@edwardjones.com. Appointments can also be scheduled online through their contact page.
Where is Edward Jones - Financial Advisor: Heath Bowling located?
The office is located at 1249 Broadway, Paducah, KY 42001, United States.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers a mobile app available for Android on Google Play and for iOS devices on the App Store to help clients manage their investments.
What languages are supported by Edward Jones - Financial Advisor: Heath Bowling?
The primary language supported is English.
What nearby financial services are located close to Edward Jones - Financial Advisor: Heath Bowling?
Nearby financial services include Edward Jones - Financial Advisor: Matthew P Moore and Jim McPeake State Farm Insurance Agent, which may offer additional options for your investment and insurance needs.
What are some nearby places a client could visit before or after their appointment?
Clients might enjoy visiting local spots such as The House of Ross Coffee Bar and Cigar Lounge for refreshments, the 1895 Washington Hotel and Spa for relaxation, or the Crash Comics bookstore for some browsing.
Are there community services or legal assistance offices near Edward Jones - Financial Advisor: Heath Bowling?
Yes, nearby you can find the Family Service Society, which offers community services, and Kimmel Law Firm PLLC for legal assistance.
What financial competitors are considered when ranking Edward Jones - Financial Advisor: Heath Bowling?
Competitors tracked include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, representing a strong market landscape in financial advisory services.