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: Levi Smith, AAMS®
10119 E 80th St, Tulsa, OK
74133, United States
Reviews
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- RDRyan DelanyFeb 24, 20255.0Just contacted them about canceling a payment, and they weren’t able to because it came out that day, Levi was out of the office but the lady (didn’t catch her name) figured it out for me, top notch service. Levi is a great guy, a market genius and I would highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Levi Smith, AAMS®
Who is Levi Smith at Edward Jones and what services does he offer?
Levi Smith is a financial advisor at Edward Jones offering services such as financial advising, investment management, stock brokerage, and various types of investment funds.
Where is Edward Jones - Financial Advisor: Levi Smith located?
The office is located at 10119 E 80th St, Ste B, Tulsa, OK 74133, United States.
How can I contact Edward Jones - Financial Advisor: Levi Smith?
You can call at +1 918-998-9382 or email levi.smith@edwardjones.com to contact the office.
What specialities does Levi Smith focus on at Edward Jones?
Levi Smith specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Levi Smith?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/levi-smith/contact/.
Does Edward Jones offer resources about IRAs?
Yes, Edward Jones provides detailed information about IRAs on their official site accessible via their featured message link.
Are there other Edward Jones offices near Levi Smith's location?
Yes, nearby Edward Jones offices include one with financial advisor Bryce D Snyder and another Edward Jones location nearby, offering additional financial advising services.
What other financial services are available near Edward Jones - Levi Smith?
Near Levi Smith's office, services such as Farmers Insurance by Eric Quinnelly, HealthMarkets Insurance Agencies, and Woodland Tax Service are available for additional financial and insurance needs.
What are some nearby recreational activities close to Edward Jones - Levi Smith's office?
Customers can enjoy nearby South Lakes Golf Course and take golf lessons from Tanner Teaches Golf for relaxation or leisure before or after financial consultations.
What languages does Edward Jones - Financial Advisor Levi Smith support?
Levi Smith provides financial advisory services in English.