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: Steve Holt, CEPA®|AAMS®
6041 Rural Plains Circle, Franklin, TN
37064, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage to fit individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS®?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS® located?
The office is located at 6041 Rural Plains Circle, Suite 105, Franklin, TN 37064, USA.
How can I book an appointment with Steve Holt at Edward Jones?
You can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-holt/contact/.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for client convenience.
How can I contact Edward Jones - Financial Advisor: Steve Holt by phone or email?
You can reach them by phone at +1 615-791-6175 or +1 615-656-4367, or by email at steve.holt@edwardjones.com.
Which languages are spoken at Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS®?
Services are offered in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Steve Holt?
Yes, another nearby Edward Jones office with Financial Advisor Tim Ledman, AAMS™|CRPC™ is close by for additional financial advising services.
What nearby dining options are available if I visit Edward Jones in Franklin?
Nearby restaurants include Sonic Drive-In for fast food, No 1 Chinese for Chinese cuisine, Umi Japanese Restaurant for sushi, and Soulshine Pizza for pizza and bar service.
Are there convenient amenities near Edward Jones - Financial Advisor: Steve Holt, CEPA®|AAMS®?
Yes, amenities such as The UPS Store for printing and shipping, Honest Coffee Roasters café, and Berry Farms Dental clinic are located nearby for convenience during your visit.