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: Dalton T Lewis, CFP®|CPWA®
1229 South First Street, Union City, TN
38261, United States
Reviews
4.7
7 reviews
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- MRMatt RussellMar 5, 20255.0We have been very pleased with Mr. Lewis and Ms Buchanan. They have gone above and beyond to help us with our financial planning. Will definitely recommend to others.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dalton T Lewis, CFP®|CPWA®
What financial services does Edward Jones - Financial Advisor: Dalton T Lewis offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
How can I contact Dalton T Lewis at Edward Jones?
You can reach Dalton T Lewis by phone at +1 731-224-2923 or email at dalton.t.lewis@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dalton T Lewis located?
The office is located at 1229 South First Street, Union City, TN 38261, United States.
Is Edward Jones - Financial Advisor: Dalton T Lewis currently open?
Yes, the business is currently open.
Can I book a consultation appointment online with Dalton T Lewis?
Yes, appointments can be scheduled online through Edward Jones's contact page for Dalton T Lewis.
Does Edward Jones have mobile apps for investment management?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for managing your investments.
What nearby places can I visit around Edward Jones in Union City?
Nearby you can find Best Donuts for a quick snack, Family Video for movie rentals, and Star Physical Therapy for health needs, making your visit convenient and accommodating several services.
Are there convenient automotive services near Edward Jones in Union City?
Yes, Prime Automotive Ltd and Mathis Battery Service - Union City are nearby automotive service providers where you can get car repairs and parts.
What dining options are available near Edward Jones in Union City?
You can enjoy local eateries such as Dee and Mrs. Nita's Nothing But Soulfood Kitchen, The Food Genie fast food, and Godfather's Pizza Express, all close to the Edward Jones office.
Does Edward Jones - Financial Advisor: Dalton T Lewis provide investment management services?
Yes, they offer investment management services including stocks & bonds, funds investment, and stock & bond brokerage.