Edward Jones - Financial Advisor: David B Smith, CFP®|AAMS®|CRPC™
5.02 reviews
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: David B Smith, CFP®|AAMS®|CRPC™
524 Old State Route 74, Mt Carmel, OH
45244, United States
Hours
Reviews
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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.