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: David Halvorson, CFP®
6737 Whitneyville Ave SE, Alto, MI
49302, United States
Hours
Reviews
5.0
14 reviews
5 stars
14
4 stars0
3 stars0
2 stars0
1 star0
- SGShane GalbraithJan 18, 20235.0David is VERY knowledgeable with all the normal methods of investing as well as idea's I had never even heard about in the past.
- ASAnna SwartzFeb 15, 20215.0David is always professional and very knowledgeable! He is quick to respond and always answers my questions. I am very confident that my financial goals are in great hands!
- PLPeter LucidoFeb 3, 20215.0David is very professional to work with. He is always available to steer me in the right direction, no matter the time of day. Because of this, he has helped me reach my long term goals.
- DLDeb LaaksoAug 25, 20205.0David's knowledge of family financial planning is great. He's been a valuable resource to help make financial decisions. He has some great tools to help you understand your plan and where you're going, helping you to stay on track for your financial goals. Thanks David for your insight and help.
Frequently Asked Questions About Edward Jones - Financial Advisor: David Halvorson, CFP®
What financial services does Edward Jones - Financial Advisor: David Halvorson, CFP® offer?
They provide personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: David Halvorson, CFP® located?
The office is located at 6737 Whitneyville Ave SE, Ste A, Alto, MI 49302, USA.
What are the business hours for Edward Jones - Financial Advisor: David Halvorson, CFP®?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 9:00 AM to 4:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: David Halvorson, CFP®?
You can contact them by phone at +1 616-729-0004 or via email at david.halvorson@edwardjones.com.
Can I schedule an appointment online with David Halvorson?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-halvorson/contact/.
What languages are spoken at the Edward Jones office with David Halvorson?
Services are provided in English.
Is there an Edward Jones office located near David Halvorson's office?
Yes, nearby Edward Jones offices include those of financial advisors Ryan B Stephen, AAMS®, and Alex George, among others.
What dining options are near Edward Jones - Financial Advisor: David Halvorson's office?
Nearby dining options include Mike's Pizzeria and Tavern, SUBWAY, Mike's Pizza & Subs of Alto, Paradise Pizza, and Helen's Kitchen & Bakery, ideal for meals before or after consultations.
Are there convenient services near Edward Jones for automotive needs?
Yes, services nearby include Right N Tight Service for automotive repair, Hilltop Repair Services for tire and wheel repair, and Carlovers for car wash and auto detailing.
What digital resources are available to clients of Edward Jones - Financial Advisor: David Halvorson?
Clients can use the Edward Jones retirement savings calculator online and access mobile apps via the Google Play Store and Apple App Store for iOS and Android devices.