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: Curt D Peterson, AAMS®
15 East 200 North, Alpine, UT
84004, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Curt D Peterson, AAMS®
What are the primary financial services offered by Edward Jones - Financial Advisor: Curt D Peterson, AAMS®?
They provide personalized investment services including retirement planning, education savings, and tax-efficient strategies, with tailored advice through face-to-face consultations.
What are the regular business hours for this Edward Jones financial advisor?
They are open Monday through Friday from 8:30 AM to 5:30 PM and are closed on Sundays; Saturdays are by appointment only.
How can I schedule an appointment with Curt D Peterson at Edward Jones?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/curt-peterson/contact/ or by calling +1 801-492-4810.
Where is the Edward Jones office of Curt D Peterson located?
The office is located at 15 East 200 North, Alpine, UT 84004, USA.
Are there any online tools recommended by Edward Jones to help with retirement planning?
Yes, they recommend using their Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which competing financial advisory firms are mentioned as competitors to Edward Jones - Curt D Peterson?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby places might be useful to visit before or after meeting with Curt D Peterson at Edward Jones?
Nearby places include Knot and Pine for catering and event planning; Creekside Park for relaxation; and Peppermint Place, a candy store for treats.
Are there any nearby legal services close to Edward Jones - Curt D Peterson's office?
Yes, Platt Law, PC; Johnstun Law; and Edizone are legal service providers located nearby, which could assist clients needing legal advice.
What nearby businesses offer insurance services near the Edward Jones office?
Nearby insurance agencies include The SYNQ Group and Chris Casey Agency - American Family Insurance, which clients may find useful for related financial needs.
What languages are spoken at Edward Jones - Financial Advisor: Curt D Peterson's office?
The services are offered in English.