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: Yancy Boivin, AAMS®
3285 South Airport Road West, Traverse City, MI
49684, United States
Hours
Reviews
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- CBcaitlyn bodamerFeb 14, 20235.0This it the place to go for all your financial service. I've been with them for 10+ years, and Heather, Rita, and Sue are the Traverse City dream team.
- AWAmazing Day WeddingsDec 21, 20175.0Heather is incredible. Not only is she an extremely hard worker she's very very smart which is the best of both worlds. Ask her questions, you will quickly see she is on top of her game and is one of the best there is.
Frequently Asked Questions About Edward Jones - Financial Advisor: Yancy Boivin, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Yancy Boivin, AAMS® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Yancy Boivin, AAMS® located?
It is located at 3285 South Airport Road West, Traverse City, MI 49684, USA.
What are the office hours for Edward Jones - Financial Advisor: Yancy Boivin, AAMS®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Yancy Boivin, AAMS®?
You can call them at +1 231-933-5263 or email yancy.boivin@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor: Yancy Boivin, AAMS®?
Services are offered in English.
How can I schedule a consultation with Edward Jones - Financial Advisor: Yancy Boivin, AAMS®?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/yancy-boivin/contact/.
Are there any nearby places where I can grab coffee before or after my financial advisory appointment?
Yes, Starbucks is nearby where you can enjoy coffee or smoothies before or after your visit.
If I need to send documents or packages near Edward Jones, where can I go?
You can use UPS Authorized Shipping Outlet, UPS Access Point location, or Pak Mail, all located close to Edward Jones for shipping and mailing services.
Where can I shop for athletic shoes or sports gear near Edward Jones?
Nearby shoe and sporting goods stores include Saucony, Running Fit, Fleet Feet Traverse City South, and MC Sports.
Are there other financial services providers close to Edward Jones for comparison?
Yes, there are other financial advisors nearby such as Thomas Roop - Ameriprise Financial Services, Bill Lee - Ameriprise Financial Services, and credit unions like Members Credit Union and 4Front Credit Union.