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 V Milford, CFP®|ChFC®|CLU®
17 Hulfish Street, Princeton, NJ
08542, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: David V Milford, CFP®|ChFC®|CLU®
Who is David V Milford at Edward Jones?
David V Milford is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) serving as a financial advisor at Edward Jones.
What financial services does Edward Jones - Financial Advisor: David V Milford offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, and investment management.
Where is Edward Jones - Financial Advisor: David V Milford located?
Their office is at 17 Hulfish Street, Suite 260, Palmer Square, Princeton, NJ 08542, USA.
How can I contact David V Milford at Edward Jones?
You can reach David V Milford by phone at +1 609-924-3451 or via email at david.milford@edwardjones.com.
Does Edward Jones offer online tools or apps for clients?
Yes, Edward Jones provides mobile apps for both Android and iOS platforms to help clients manage their investments.
How do I schedule an appointment with David V Milford?
You can book a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/david-milford/contact/.
What languages are spoken by the financial advisor at Edward Jones in Princeton?
The services are offered in English.
Are there any real estate services nearby Edward Jones - Financial Advisor: David V Milford?
Yes, nearby real estate options include Chambers Street Properties, Marcia Graves Real Estate, and Geniene Polukord, Realtor Associate at Compass RE, which clients might visit if considering property investments along with financial planning.
What dining options are available near Edward Jones in Princeton?
Nearby restaurants include Princeton Soup & Sandwich Company, Mediterra Restaurant and Taverna, and The Yankee Doodle Tap Room at Nassau Inn, ideal for meals before or after financial consultations.
Is there convenient ATMs or banking services near Edward Jones's Princeton office?
Yes, a WSFS ATM and Western Union money transfer services are located nearby, which may be helpful for managing cash needs on your visit.