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: 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.