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: Jim Holden, ChFC®
101 N Main Street, Georgetown, OH
45121, United States
Hours
Reviews
3.0
2 reviews
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1
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1 star
1
- TPTerrie PowellJun 13, 20225.0I have invested with this company for a number of years and find both Sharon and Jim very friendly and helpful. I would and have, recommended them to friends and family.
- JBJacki B.Apr 12, 20221.0Very rude secretary Sharon said they didn't know the tax imitations of a QDRO divorce settlement from a 401k then called me back after weekend and said " we can't help u"!! Really? Would U invest with a company or nan that doesn't know the tax implications? So I said fine.when I take my money out of my current acct I will come invest portion of it.she stated they were at capacity with clients!!! Seriously!?? All the other Edward Jones agents do just fine.maybe Jim Holden should return!!! I wouldn't trust them with walking my dog!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Holden, ChFC®
What services does Edward Jones - Financial Advisor: Jim Holden, ChFC® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds management, and advisory consultations tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Jim Holden, ChFC®?
The office is open Monday through Friday from 9:00 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule a consultation with Jim Holden at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-holden/contact/ or by calling +1 937-378-4939.
Does Edward Jones - Financial Advisor: Jim Holden, ChFC® offer online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
Where is Edward Jones - Financial Advisor: Jim Holden, ChFC® located?
The office is located at 101 N Main Street, Georgetown, Ohio, 45121, United States.
What languages are supported by Edward Jones - Financial Advisor: Jim Holden, ChFC®?
Services and consultations are provided in English.
Is there an app available to access Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices. Android users can download it at the Google Play Store, and iOS users at the Apple App Store.
What nearby businesses and services can clients explore when visiting Edward Jones at 101 N Main Street?
Nearby, clients can visit Georgetown Ohio Masonic Lodge #72 F&AM for community events, Brown County Chamber of Commerce for local business resources, and Coffee Loft to enjoy a coffee or smoothie before or after their meeting.
How can the nearby UPS Authorized Shipping Provider help clients visiting Edward Jones?
Clients can conveniently handle shipping and courier needs at the nearby UPS Authorized Shipping Provider, which is useful for mailing documents related to financial transactions or contracts while visiting Edward Jones.
Are there retail shops near Edward Jones - Financial Advisor: Jim Holden, ChFC® for quick errands or gifts?
Yes, nearby retail options include Jacob's Ladder for thrift and vintage clothing, Sarah’s Shop for flowers and gifts, and Ess Tee Marie Boutique for women’s clothing and accessories, perfect for quick shopping trips around appointments.