Edward Jones - Financial Advisor: Bart Truitt, CFP®|ChFC®|AAMS®
5.02 reviews
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: Bart Truitt, CFP®|ChFC®|AAMS®
7733 Forsyth Blvd, Clayton, MO
63105, United States
Hours
Reviews
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- PTPete ThomasDec 19, 20245.0Always professional and helpful. Highly recommend.
- EAEli A.Jan 13, 20235.0Great staff, very detailed and great ability to break down your financial information.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bart Truitt, CFP®|ChFC®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Bart Truitt?
The office is open Monday through Wednesday from 8:30 AM to 5:00 PM, Thursday from 8:30 AM to 7:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Bart Truitt at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/bart-truitt/contact/ or by calling the main phone number at +1 314-451-7497.
What investment services does Edward Jones - Bart Truitt offer?
Services include financial advising, investment management, stocks and bonds brokerage, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Bart Truitt located?
The office is located at 7733 Forsyth Blvd, Suite 150, Clayton, Missouri, 63105, USA.
Is Saturday service available at Edward Jones - Bart Truitt's office?
Saturday service is available by appointment only; the office is otherwise closed on Saturdays.
Does Edward Jones - Bart Truitt offer online tools for retirement planning?
Yes, there is a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for retirement.
What nearby businesses can I visit in conjunction with my appointment at Edward Jones - Bart Truitt?
Nearby businesses include Shepard CPA Services LLC for accounting needs, Central Bank of St. Louis for additional financial services, and The Law Offices of Kevin J. Roach for legal support.
Are there other financial advisors near Edward Jones - Bart Truitt's office?
Yes, several financial advisory firms like Capital Edge Advisors, Jack Bahlinger - Morgan Stanley, and Joe Scroggins - Ameriprise Financial Services are nearby, providing clients with multiple options for financial services.
Can I access Edward Jones services on my mobile device?
Yes, Edward Jones offers mobile apps for both Android and iOS devices via the Google Play Store and Apple App Store respectively.
How can nearby marketing agencies support my financial goals at Edward Jones?
Nearby marketing agencies such as Coegi can assist with investment promotion and marketing strategies that complement your financial plans developed at Edward Jones.