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: David E Smith, ChFC®|AAMS®
1995 Wellness Blvd, Monroe, NC
28110, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: David E Smith, ChFC®|AAMS®
What are the primary financial services offered by Edward Jones - Financial Advisor: David E Smith?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: David E Smith located?
The office is located at 1995 Wellness Blvd, Suite 230, Monroe, NC 28110, United States.
What are the regular business hours for Edward Jones - Financial Advisor: David E Smith?
They are open Monday to Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 4:00 PM. The office is closed on Saturdays and Sundays, but Saturday appointments are available by appointment only.
How can I contact Edward Jones - Financial Advisor: David E Smith?
You can reach them by phone at +1 704-225-1218 or email at david.e.smith@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: David E Smith?
Yes, appointments can be scheduled through their contact page on the Edward Jones website.
Does Edward Jones - Financial Advisor: David E Smith offer any tools for retirement planning?
Yes, they feature a retirement savings calculator available on their website to help you prepare for your future.
What languages are spoken by Edward Jones - Financial Advisor: David E Smith?
They provide services in English.
What nearby medical facilities might be convenient to visit before or after a meeting with Edward Jones - Financial Advisor: David E Smith?
Nearby medical facilities include Novant Health Orthopedics & Sports Medicine - Monroe, Presbyterian Imaging and Breast Center, and Southern Piedmont Primary Care, which could be convenient for health-related appointments around your visit.
Are there any nearby services where I can relax or get beauty treatments near Edward Jones - Financial Advisor: David E Smith?
Yes, you can visit Villa Nail Spa for nail and beauty services or Milk & Honey Medspa for medical spa treatments near the office.
What nearby businesses can offer food options close to Edward Jones - Financial Advisor: David E Smith?
The Honey Baked Ham Company, a sandwich shop and delicatessen, is nearby for grab-and-go meals or casual dining before or after your visit.