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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Location
Edward Jones - Financial Advisor: Brad Smith, ChFC®|AAMS®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Brad Smith, ChFC®|AAMS®|CRPC™
What personalized investment services does Edward Jones offer at the Brad Smith office?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor Brad Smith?
The office is open Monday through Thursday from 9:00 AM to 4:30 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays, with appointments by request on Fridays.
How can I schedule an appointment with Brad Smith at Edward Jones?
You can schedule an appointment by contacting the office via phone or by visiting the appointment page at https://www.edwardjones.com/us-en/financial-advisor/brad-smith/contact/.
What languages are supported at Edward Jones Financial Advisor Brad Smith's office?
English is the supported language at this Edward Jones location.
What methods of contact are available for Edward Jones - Financial Advisor Brad Smith?
You can contact Brad Smith via phone at +1 252-541-3576 or +1 252-629-2555, or by email at brad.smith@edwardjones.com.
What financial products and services are provided at this Edward Jones office?
Services include stock and bond brokerage, investment management, and financial advising tailored to client goals and needs.
Are there tools available to help me prepare for retirement through Edward Jones?
Yes, Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assist in retirement planning.
What nearby dining options are available around Edward Jones - Financial Advisor Brad Smith?
Nearby dining includes WatersView Restaurant and WATERSVIEW, both seafood restaurants and steakhouses, and Below Deck Sports Bar which offers a casual bar and restaurant environment, great for relaxing before or after your financial consultation.
What real estate agencies are located near Edward Jones in Littleton, NC?
Several real estate agencies nearby include Denise Allen Realty, Inc, Pointe Realty Group Lake Gaston, Kathryn Strickland Wrenn-Pointe Realty Group, RE/MAX On The Lake, and Invest in Lake Gaston Real Estate with Doug & Marcia Kerr, which can assist if you're considering property investments alongside financial planning.
What wellness and health services are close to Edward Jones - Financial Advisor Brad Smith?
Kultivate Wellness is a nearby health and medical service provider where clients can attend to their wellness needs, possibly complementing their financial health efforts.