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: Joanie Smith, AAMS®
23076 Three Notch Rd, California, MD
20619, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Joanie Smith, AAMS®
What services does Edward Jones - Financial Advisor: Joanie Smith offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Joanie Smith?
The office is open Monday to Thursday from 9:00 AM to 4:00 PM and Friday from 9:00 AM to 3:00 PM. It is closed on weekends.
Are appointments necessary to visit Edward Jones on certain days?
Yes, the office is available by appointment only on Mondays, Tuesdays, Thursdays, and Fridays.
Where is Edward Jones - Financial Advisor: Joanie Smith located?
The office is located at 23076 Three Notch Rd, Suite 301, California, MD 20619, USA.
How can I contact Edward Jones - Financial Advisor: Joanie Smith?
You can reach them by phone at +1 240-571-2439 or an alternate phone at +1 301-863-0116, or via email at joan.smith@edwardjones.com.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer an online retirement savings calculator to help you prepare for your future.
Are there any real estate agents or offices near Edward Jones that clients might find useful?
Yes, nearby real estate agents and offices include Christina Reed, RE/MAX One, REMAX One, Dawn Bell, MRP, and Brooke Matthews Group, among others.
What nearby dining options are close to Edward Jones for clients to visit before or after appointments?
Clients can visit nearby eateries such as sweetFrog Premium Frozen Yogurt and Potbelly Sandwich Shop for refreshments or meals.
Are there any nearby professional services that complement Edward Jones' financial advisory services?
Yes, nearby services include mortgage brokers like Steve Combs NMLS 381933 - Cornerstone Home Lending and Joe Lockman - Mortgage Loan Officer, as well as real estate appraisal and escrow services.
Can clients book appointments with Edward Jones online?
Yes, appointments can be scheduled through their online reservation page provided on their website.