Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jon Lamb
12935 S West Bay Shore Dr, Traverse City, MI
49686, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Lamb
What services does Edward Jones - Financial Advisor: Jon Lamb offer?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Jon Lamb located?
It is located at 12935 S West Bay Shore Dr, Suite 355, Traverse City, MI 49686, US.
What are the office hours for Edward Jones - Financial Advisor: Jon Lamb?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with Jon Lamb?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-lamb/contact/.
What is the contact phone number for Edward Jones - Financial Advisor: Jon Lamb?
The main phone number is +1 231-947-1123.
Can I access Edward Jones services through mobile apps?
Yes, Edward Jones has apps available for Android and iOS devices.
Who are some financial advisory competitors in the Traverse City area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby insurance agencies are close to Edward Jones - Financial Advisor: Jon Lamb?
Nearby insurance agencies include Nationwide Mutual Insurance Company, HUB International, and Global Marine Insurance Agency, which may assist clients with their insurance needs.
Are there any nearby recreational or marine-related businesses near Edward Jones?
Yes, there are several, including Spring Brook Marina & Yacht Sales, Trawlers Great Lakes, Bay Breeze Yacht Sales, Traverse City Yacht Sales, Harbor View Yacht Sales LLC, and Seaside Sailing Excursions, great for clients interested in boating or marine activities.
What nearby services can complement a visit to Edward Jones for financial planning?
Nearby services include Great Lakes Center for Estate Planning PLC for legal advice, Right Path College and Career Planning for educational services, and Personal Best Personal Training for health and wellness.