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.
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Edward Jones - Financial Advisor: Ed Holt, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Ed Holt, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Ed Holt offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I schedule a consultation with Ed Holt at Edward Jones?
You can schedule a consultation by contacting Ed Holt via email at ed.holt@edwardjones.com or by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/ed-holt/contact/.
Where is Edward Jones - Financial Advisor: Ed Holt located?
The office is located at 12300 Old Tesson Rd, Suite 200 F, St Louis, MO 63128, USA.
Does Edward Jones - Financial Advisor: Ed Holt provide online resources or apps for clients?
Yes, clients can use the Edward Jones mobile app available on both Android and iOS to manage their investments and access financial tools.
What languages are supported at Edward Jones - Financial Advisor: Ed Holt?
The services are offered in English.
Can I use the Edward Jones retirement savings calculator before meeting with Ed Holt?
Yes, Edward Jones offers a retirement savings calculator online to help you prepare for your future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby financial advisors are located close to Edward Jones - Financial Advisor: Ed Holt?
Nearby financial advisors include Edward Jones - Financial Advisor: Kevin T McManus, CFP®, Edward Jones - Financial Advisor: Doug Cissell, AAMS®, and Edward Jones - Financial Advisor: Andy Gorgen. Visiting these nearby advisors can provide additional perspectives on investment and financial planning.
Are there any nearby legal services that could complement financial planning at Edward Jones?
Yes, nearby legal services include Richard J. Keyes (estate planning and litigation), John F Bild PC, Reuter Merkle Law Firm, and Hoff Law Center. Partnering with legal experts in these areas can enhance your overall financial strategy.
What recreational or community facilities are near Edward Jones - Financial Advisor: Ed Holt?
Nearby recreational and community facilities include Clubs Centre, Vetta Sports (gym and sports club), and God’s Green Acres and Horse Community Events. These can be great spots to visit before or after your financial consultation.
How can nearby health services benefit clients visiting Edward Jones - Financial Advisor: Ed Holt?
Clients have access to nearby health services such as Mercy Medical Building, Mercy Kids Therapy Services, and Mercy Pulmonary Function Testing. These locations provide convenient options for health and wellness needs during your visit to the area.