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Edward Jones - Financial Advisor: Jared Allen, CFP®|ChFC®|CPWA®|AAMS®
My Wife and I have been working with Jared for several years now and I couldn't be any more satisfied with his guidance. He really takes his time with you so that he can understand your goals. He develops a plan specific to your situation instead of giving generic advice. One of my favorite things about Jared is how he educates you on what is happening in the market and he explains why he makes his recommendations. Jared is intelligent, patient, and enthusiastic about his profession and is a great resource for anyone looking for financial advice.
AR
Adam Rackliffe
Sep 4, 2020
5.0
Jared has so much to offer in the way of financial investment strategy and retirement planning. He operates with boundless enthusiasm. He has a remarkable sense of empathy to understand my goals – short and long term - then implement a strategy by utilizing his knowledge base and financial tool kit. I could not be happier with his professionalism, intellect, and abilities. This guy is a wunderkind
TR
Terryl Richardson
Sep 23, 2019
5.0
Jared Allen is an outstanding young man he will explain things in laymen's terms. So if you don't know anything about investments this guy will have you understanding it. And he will lay out a plan so that you can retire very comfortable. I thank God for that day he knocked on my door he was and is a true God send to me and my wife
RR
RT381222
Nov 4, 2016
5.0
In 2013 I left my employer of eight years to open my own business. I had a 401K plan and wanted to move it elsewhere. After speaking with several advisors from different firms, I got the impression my business wasn't worth their time.
This was not the case with Jared Allen at Edward Jones. He gave generously of his time and explained all my options. I rolled my 401k over to his office and the 529 college savings plan for my children. He follows up with me when adjustments need to be made and is never to busy to answer my questions. I will continue to invest with Jared Allen for years to come. I highly recommend Jared and his staff.
JS
Jacob Silvious
Sep 26, 2016
5.0
Jared Allen, with Edward Jones, is the absolute best! When I came to him a little while back and expressed my interest in wanting to invest, and prepare for the future, he not only exceeded my expectations but he also helped me better understand what was going on. I had looked around at other advisers and other groups but none were as friendly and personable as Jared. He asked me what MY retirement goal was, what I wanted to invest in, and made sure that I was truly happy and still am. No other group or person seemed to care and focus everything around me and my wants. I wholeheartedly recommend Jared Allen with Edward Jones to all of my friends, family, and anyone who is looking to not only start investing but also either start a retirement plan or just make a change.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jared Allen, CFP®|ChFC®|CPWA®|AAMS®
What financial services does Edward Jones - Financial Advisor Jared Allen provide?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies to meet individual client needs.
Where is Edward Jones - Financial Advisor Jared Allen located?
The office is located at 1039A Pulaski Hwy, Havre De Grace, MD 21078, United States.
What are the regular business hours for Edward Jones - Financial Advisor Jared Allen?
Monday to Thursday from 8 AM to 4 PM, Friday from 8 AM to 1 PM. Closed on Sundays and Saturdays except by appointment.
How can I contact Edward Jones - Financial Advisor Jared Allen?
You can call them at +1 410-939-1621 or email at jared.c.allen@edwardjones.com.
Can I schedule an appointment online with Edward Jones - Financial Advisor Jared Allen?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jared-c-allen/contact/.
Which apps are available to access Edward Jones services?
Edward Jones has mobile apps available on Google Play and the Apple App Store for convenient access.
What languages are spoken at Edward Jones - Financial Advisor Jared Allen's office?
English is spoken at this Edward Jones location.
Is there a gym near Edward Jones - Financial Advisor Jared Allen where I can work out before or after a meeting?
Yes, Curves and The Fitness Center of Havre de Grace are nearby gyms where you can work out conveniently before or after your appointment.
What dining options are near Edward Jones - Financial Advisor Jared Allen?
Nearby restaurants include Subway, Papa John's Pizza, Lin's Hibachi, Baskin-Robbins, and Dunkin' for sandwiches, pizza, sushi, ice cream, and coffee.
Are there any financial institutions near Edward Jones - Financial Advisor Jared Allen for additional services?
Yes, Aberdeen Proving Ground Federal Credit Union (APGFCU) and H&R Block are nearby for banking and tax preparation services respectively.