Edward Jones - Financial Advisor: David B Smith, CFP®|AAMS®|CRPC™
5.02 reviews
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 B Smith, CFP®|AAMS®|CRPC™
524 Old State Route 74, Mt Carmel, OH
45244, United States
Hours
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- KSKendrick SmithSep 20, 20225.0Everyone I know that has worked with David has had a wonderful experience. He's been at it for over 10 years now and he has a wealth of knowledge to prove it! I highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: David B Smith, CFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: David B Smith offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: David B Smith located?
The office is located at 524 Old State Route 74, Mt Carmel, OH 45244, United States.
What are the office hours for Edward Jones - Financial Advisor: David B Smith?
The office is open Monday to Friday from 8:30 AM to 4:30 PM Eastern Time and is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Edward Jones - Financial Advisor: David B Smith?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-b-smith/contact/ or by calling +1 513-752-2444.
Who is the financial advisor at this Edward Jones location?
David B Smith is the financial advisor, holding designations such as CFP®, AAMS®, and CRPC™.
Are there any resources available to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator available online to help you prepare for your financial future.
What languages are spoken at Edward Jones - Financial Advisor: David B Smith?
English is the primary language spoken at this location.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby places include Alex Lubrecht: Allstate Insurance for insurance needs, Martin's Barber Shop for grooming services, and Beulah Lake for recreational activities.
Is there a nearby gas station or convenience store close to Edward Jones in Mt Carmel?
Yes, Casey's is a nearby gas station and convenience store, which can be convenient for fueling up or grabbing snacks around your visit.
Where can I find pet services near Edward Jones - Financial Advisor: David B Smith?
Nearby pet services include Chelsea's Bed & Biscuit offering boarding and grooming, East Side Kennels for pet care, and Bulletproof Dog Training for professional dog training.