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: Charles R Holt
919 W 38th St, Erie, PA
16508, United States
Reviews
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- SDSusie DMay 1, 20225.0Charlie is a thoughtful, well informed agent who listens and genuinely cares about your goals and needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Charles R Holt
What services does Edward Jones - Financial Advisor: Charles R Holt offer?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Charles R Holt located?
The office is located at 919 W 38th St, Erie, PA 16508, United States.
How can I contact Charles R Holt for financial advisory services?
You can call the main phone number +1 814-864-6563 or email charles.holt2@edwardjones.com to get in touch.
Is Edward Jones - Financial Advisor: Charles R Holt open on Saturdays?
The office is open by appointment only on Saturdays.
Can I book an appointment online with Charles R Holt?
Yes, appointments can be scheduled via the Edward Jones contact page: https://www.edwardjones.com/us-en/financial-advisor/charles-holt2/contact/
Are there mobile apps available for Edward Jones clients to manage their investments?
Yes, Edward Jones offers apps for both Android and iOS platforms to help clients manage their investments on the go.
What are some financial services competitors to Edward Jones in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Which nearby places can I visit for beauty and personal care around Edward Jones - Financial Advisor: Charles R Holt?
Nearby beauty and spa options include Elements A Full Services Salon, Full Effex Hair Studio, Mirror Mirror, and First Nails, where you can get hair styling, manicures, and other treatments before or after your financial visit.
What nearby dining options are available near Edward Jones - Financial Advisor: Charles R Holt?
You can enjoy meals or snacks at Jo’s Brooklyn Bagel, Dickey’s Barbecue Pit, or the Fresh Asian Mini Mart, which offer a range of food choices close to the office.
How can nearby transportation and services assist me in reaching Edward Jones - Financial Advisor: Charles R Holt?
Nearby convenience stores like Sheetz and retail stores like Dollar Tree are good landmarks. Also, the presence of a PNC ATM nearby can be useful for cash needs when visiting the office.