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: Don W Montgomery
Frequently Asked Questions About Edward Jones - Financial Advisor: Don W Montgomery
What services does Edward Jones - Financial Advisor: Don W Montgomery provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management through face-to-face consultations tailored to individual client needs.
How can I contact Edward Jones - Financial Advisor: Don W Montgomery?
You can contact them by phone at +1 402-788-4425 or via email at don.montgomery@edwardjones.com.
Where is Edward Jones - Financial Advisor: Don W Montgomery located?
Their office is located at 3700 Village Dr, Ste 100, Lincoln, NE 68516, USA.
Is Edward Jones - Financial Advisor: Don W Montgomery currently open?
Yes, their office is currently open.
Does Edward Jones - Financial Advisor: Don W Montgomery have an online appointment reservation system?
Yes, clients can make appointments through their contact page at https://www.edwardjones.com/us-en/financial-advisor/don-montgomery/contact/.
Are there mobile apps available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby places can I visit when I come to Edward Jones - Financial Advisor: Don W Montgomery?
Near the Edward Jones office, you can visit Salon Plush for beauty services, PK Flynn Home and Market for shopping, and Applebee's Grill + Bar for dining.
Are there financial or banking services close to Edward Jones - Financial Advisor: Don W Montgomery?
Yes, nearby financial services include BMO Bank, Western Union for money transfers, and Renaissance Financial for additional financial advising.
What health and wellness services are located near Edward Jones - Financial Advisor: Don W Montgomery?
Nearby health and wellness options include Cheney Ridge Family Medical Clinic, Lincoln Massage and Movement spa, and Patrick J. Bertolini, MD for medical care.
How long has Edward Jones been established?
Edward Jones has been established since 1922, offering experienced financial advisory services.