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: Brian W Smith, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian W Smith, CFP®
What services does Edward Jones - Financial Advisor Brian W Smith offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor Brian W Smith located?
Their office is located at 154 Badt Dr, Coloma, MI 49038, USA.
What are the business hours for Edward Jones - Financial Advisor Brian W Smith?
They are open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Brian W Smith for financial advice?
You can reach him by phone at +1 269-367-3851 or email at brian.w.smith@edwardjones.com.
Does Edward Jones - Financial Advisor Brian W Smith offer online appointment booking?
Yes, you can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-w-smith/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
What competing financial advisory services are nearby?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, each offering various financial advisory services.
Which nearby financial services could I visit along with Edward Jones?
Nearby financial services are Edward Jones - Financial Advisor Kristopher B Hickman, Edward Jones - Financial Advisor Jordan T Ness, Huntington Bank, Honor Credit Union, and Chemical Bank.
What community services are close to Edward Jones in Coloma?
Nearby community services include the Coloma Watervliet Area Chamber of Commerce and the Masonic Lodge, which provide local nonprofit and social service functions.
What local dining and entertainment options are near Edward Jones - Financial Advisor Brian W Smith?
Nearby you can find The Friendly Tavern, Pour House, Azteca Mexican Restaurant, El Asadero, Moore Theatres, and Loma Theatre for dining and entertainment.