Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Liz David, CFP®
201 Thomas Johnson Drive, Frederick, MD
21702, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Liz David, CFP®
What services does Edward Jones - Financial Advisor: Liz David, CFP® offer?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Liz David, CFP® located?
At 201 Thomas Johnson Drive, Suite 206, Frederick, MD, 21702, US.
How can I schedule an appointment with Liz David at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/liz-david/contact/.
What specialties does Liz David offer for retirement and education savings?
She specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What is the best way to contact Elizabeth David at Edward Jones?
You can contact her by phone at +1 301-694-7770 or by email at liz.david@edwardjones.com.
Are there any nearby financial services to Edward Jones - Financial Advisor: Liz David?
Yes, nearby is Edward Jones - Financial Advisor: Carla M Palamone, another financial service professional.
What government office is near Edward Jones - Financial Advisor: Liz David that could assist with tax questions?
The Internal Revenue Service (IRS) Taxpayer Assistance Center is nearby and can help with tax-related issues.
Are there dining options near Edward Jones - Financial Advisor: Liz David?
Yes, you can find Heros New York Style, Rick's Chinatown, and Roy Rogers nearby for dining.
What app platforms are available for Edward Jones customers to use?
Edward Jones has mobile apps available on both Android and iOS platforms.
Does Edward Jones - Financial Advisor: Liz David offer resources to learn more about IRAs?
Yes, they provide educational resources about IRAs on their official site linked in their featured message.