Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Whitney Charles, AAMS®
44 East 100 South, Centerville, UT
84014, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Whitney Charles, AAMS®
What services does Edward Jones - Financial Advisor: Whitney Charles offer?
They provide financial advising, investment management, investment funds, and stock broker services.
What specialties does Whitney Charles focus on?
Whitney Charles specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Whitney Charles located?
The office is located at 44 East 100 South, Suite 200, Centerville, UT 84014, USA.
How can I contact Whitney Charles at Edward Jones?
You can call +1 801-292-6444 or email whitney.charles@edwardjones.com for inquiries or appointments.
How can I schedule an appointment with Whitney Charles?
You can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/whitney-charles/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Whitney Charles?
English is the language spoken at this financial advisory office.
Are there any nearby healthcare providers near Edward Jones' office?
Yes, nearby healthcare providers include Canyon Creek Dental Care, Brian Rigby (dentist), Wasatch Neurotherapy, StressOUT counseling, and Alice Roberts, PhD, LCSW, CST.
What nearby services can help if I need real estate advice after visiting Edward Jones?
Nearby real estate services include Yourutahredagents, Paula Alder - Equity Real Estate, Equity Real Estate agency, Headache Homes appraisal services, and Hancock Team Homes.
Is there a place to grab a bite or refreshments near Edward Jones' office?
Yes, nearby options include Don's Meats butcher shop, Pizza Perfect for pizza, and FiiZ Drinks beverage store.
What nearby emergency or safety services are near Edward Jones' location?
South Davis Metro Fire Agency Station 83, a local fire department, is near the Edward Jones office for emergency and safety needs.