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: Caitlin M Davis, CFP®|AAMS®
1840 Zollinger Road, Upper Arlington, OH
43221, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Caitlin M Davis offer?
The advisor offers financial advising, investment management, investment funds, and stock broker services.
What are the office hours for Edward Jones - Financial Advisor: Caitlin M Davis?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Caitlin M Davis at Edward Jones?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/caitlin-davis2/contact/.
What specialties does Caitlin M Davis focus on?
Her specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
What is the contact information for Edward Jones - Financial Advisor: Caitlin M Davis?
You can reach the office by phone at +1 614-451-6004 or email at caitlin.davis2@edwardjones.com.
Does Caitlin M Davis offer resources to learn more about retirement accounts?
Yes, you can learn more about IRAs on their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.
Where is Edward Jones - Financial Advisor: Caitlin M Davis located?
The office is located at 1840 Zollinger Road, Upper Arlington, OH 43221, USA.
What nearby places can I visit before or after my appointment at Edward Jones?
You can visit Peggy Neal Hair Loft for beauty treatments, Caffe Davinci for Italian cuisine and coffee, or The Nail Professional for nail services, all located close to the office.
Are there other financial advisors near Edward Jones - Financial Advisor: Caitlin M Davis?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Fred J Minich, CFP®|AAMS®, Whitney Logan - Raymond James, Logan + Reed Wealth Partners, and Kyle Burns, MBA, AAMS.
Can I find additional services like real estate or wellness near Edward Jones - Financial Advisor: Caitlin M Davis?
Yes, nearby you will find Cece Miller LUXURY Real Estate Consultant, Guided Property Sales Real Estate Team, and beYoga and Wellness studio for yoga and alternative medicine.