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: Beth S Davis, CFP®
207 5th St, Freeport, PA
16229, United States
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Frequently Asked Questions About Edward Jones - Financial Advisor: Beth S Davis, CFP®
What types of financial services does Edward Jones - Financial Advisor: Beth S Davis, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, and investment management tailored to individual client goals through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Beth S Davis, CFP® located?
The office is located at 207 5th St, Freeport, PA 16229, United States.
How can I contact Edward Jones - Financial Advisor: Beth S Davis, CFP®?
You can reach them by phone at +1 724-412-2490 or the alternate phone number +1 724-295-2878, and by email at beth.davis@edwardjones.com.
Does Edward Jones have a mobile app I can use?
Yes, Edward Jones offers a mobile app available on Android and iOS platforms to help you manage your investments and financial planning.
How can I schedule a consultation with Beth S Davis at Edward Jones?
You can make an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/beth-davis/contact/.
What languages are supported at Edward Jones - Financial Advisor: Beth S Davis?
Services are provided in English.
Are there any places nearby Edward Jones where I can relax or dine after a consultation?
Yes, nearby dining options include Liberty Corner Tavern, Lock 5 Tavern, Novotny Pizza, and Early Birds bar; these are excellent places to relax or grab a bite after your visit.
Is there a library close to Edward Jones where I can research financial topics?
The Freeport Area Library is close by, offering resources and a quiet environment for research or reading before or after your appointment.
Can I visit any local shops or antique stores near Edward Jones during my visit?
Yes, Simple Gatherings and Antiques on Market are local antique stores nearby where you can shop and explore unique finds.
Are there nearby financial institutions or banks around Edward Jones for additional services?
Yes, PNC Bank and NexTier Bank are located nearby, providing additional banking services that might complement your visit.