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: David Wallace, CFP®
146 Leisure Lane, Columbia, SC
29210, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: David Wallace, CFP®
What financial services does Edward Jones - Financial Advisor: David Wallace offer?
Edward Jones - Financial Advisor: David Wallace provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and advice on stocks and bonds.
What are the office hours of Edward Jones - Financial Advisor: David Wallace?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact David Wallace's Edward Jones office?
You can reach the office by phone at +1 803-805-8104 or the alternate phone number +1 803-772-1617. Email inquiries can be sent to david.wallace@edwardjones.com.
Where is Edward Jones - Financial Advisor: David Wallace located?
The office is located at 146 Leisure Lane, Suite B, Columbia, SC 29210, United States.
Can I schedule a consultation with David Wallace online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-wallace/contact/.
Does Edward Jones - Financial Advisor: David Wallace offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.
What languages are supported at Edward Jones - Financial Advisor: David Wallace's office?
The office provides services in English.
Are there other Edward Jones financial advisors nearby?
Yes, another Edward Jones financial advisor nearby is Mac Senn, also offering financial services in the area.
What nearby facilities can I visit before or after my financial consultation?
You can visit Seven Oaks Park, a nearby community park and recreation venue, great for relaxation or exercise before or after your visit.
Are there other professional services near Edward Jones - Financial Advisor: David Wallace?
Yes, nearby services include Asset Realty, Inc. (real estate), Sierra Pacific Mortgage (mortgage brokerage), and Integrated Health Center (chiropractic and acupuncture), which may be useful for your broader financial and wellbeing needs.