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: 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
- MWMatt WatsonApr 2, 20245.0I love David’s approach. Whether the market is up or down, he is always finding ways to make our money work for us. David is well informed and extremely professional, I highly recommend.
- JGJay GravelynFeb 23, 20245.0I've met a lot of financial planners in my life. My job often puts me in the same room or on the phone with them. I could tell within minutes of meeting David that he's something special. His professionalism, his focus on the client, his curiosity about what the best options are. Simply put, he's outstanding. If you have a chance to work with him, do it. You will never regret it.
- 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!
- JVJack VanGesselJan 27, 20215.0Dave takes great care and pride in the work he does and is always striving to offer solutions to his clients and friends.
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.