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: Alison L Perez, CFP®
4303 S Columbia Rd, Grand Forks, ND
58201, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Alison L Perez, CFP®
Who is Alison L Perez and what professional qualifications does she have?
Alison L Perez is a Certified Financial Planner (CFP®) and a financial advisor at Edward Jones.
What services does Edward Jones - Financial Advisor: Alison L Perez offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialties does Alison L Perez have to help with retirement planning?
She specializes in 401(k) rollovers, Roth IRA, SEP IRAs, and Traditional IRAs for retirement planning.
How can I contact Alison L Perez for a financial advising appointment?
You can contact her by phone at +1 701-503-4890 or email at alison.perez@edwardjones.com. You can also schedule an appointment online.
Where is Edward Jones - Financial Advisor: Alison L Perez located?
The office is located at 2830 S Columbia Rd, Ste B, Grand Forks, ND 58201, USA.
What languages does Alison L Perez speak?
She speaks English.
Are there any nearby places I can visit after my appointment at Edward Jones?
Yes, you can visit nearby places like Applebee's Grill + Bar or Buffalo Wild Wings for a meal, or check out Lifetime Vision Center for eyewear needs.
What nearby financial or banking services are close to Edward Jones's office?
United Valley Bank and Vaaler Insurance are nearby and offer complementary financial services you might find useful.
Are there any retail stores close by where I can shop near Edward Jones in Grand Forks?
Yes, nearby retail stores include Pier 1 Imports for home decor, Men's Wearhouse for formal wear, and Shoe Carnival for footwear.
Where can I learn more about IRAs recommended by Edward Jones?
You can visit Edward Jones's official IRA information site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras to learn more.