Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Crosby Coats, CFP®
1170 W Kansas St, Liberty, MO
64068, United States
Hours
Reviews
5.0
11 reviews
5 stars
11
4 stars0
3 stars0
2 stars0
1 star0
- RLRachel LaurentAug 29, 20225.0A financial advisor who acts in the best interest of his clients -Always! He consistently takes time in answering my questions, providing me with insightful and valuable solutions, and puts me on the right path to get there. His dedication to clients, communication, and business excellence sets him apart from most and I would highly recommend him to anyone wanting to achieve better financial outcomes. I will definitely continue to rave about Crosby and his services!!
- TRTaylour RaeAug 26, 20225.0Crosby is the most genuine, caring, trustworthy and all around best person and only person I would trust with my investments!
- ACAbby ClarkAug 26, 20225.0The first word that comes to mind is integrity. Peace of mind knowing Crosby has his clients' best interests in mind and he really cares about their goals.
Frequently Asked Questions About Edward Jones - Financial Advisor: Crosby Coats, CFP®
What services does Edward Jones - Financial Advisor: Crosby Coats, CFP® provide?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Crosby Coats, CFP® located?
The office is located at 1170 W Kansas St, Ste G, Liberty, MO 64068, US.
What are the business hours for Edward Jones - Financial Advisor: Crosby Coats, CFP®?
They are open Monday through Friday from 9:00 AM to 5:30 PM and are closed on Sundays. On Saturdays, they are open by appointment only.
How can I schedule an appointment with Crosby Coats at Edward Jones?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/crosby-coats/contact/
What types of retirement and investment plans does Crosby Coats specialize in?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at this Edward Jones office?
The services are provided in English.
Is there a way to contact Crosby Coats via email?
Yes, you can reach Crosby Coats at crosby.coats@edwardjones.com.
Are there any nearby places where I can relax or get personal care before or after my appointment?
Yes, nearby you can find Skin Tech Day Spa, Hair Lines Day Spa, All About You Therapeutic Massage, and Maysy Nails and Wax for beauty and wellness services.
What nearby financial or real estate services are close to Edward Jones - Financial Advisor: Crosby Coats?
Nearby financial and real estate services include Horowitz Tax and Accounting, Mike Thorne Real Estate, The Rickel Homes Team, Bill Brown Real Estate, JMAC Real Estate, Stewart Title Company, and CD Mortgage Services Inc.
What local spots can I visit near Edward Jones if I want to do some shopping or banking?
Nearby shopping and banking options include Rescue Me Thrift Store for shopping and BOS Lending Office for banking services.