Edward Jones - Financial Advisor: Jared D Mitchell, CFP®

5.0
1 review

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: Jared D Mitchell, CFP®
75 West State Street, Lehi, UT
84043, United States

Reviews

5.0
1 reviews
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  • RS
    Ryan Simpkins
    Dec 18, 2023
    5.0
    I wanted to express gratitude for the staff at this office. I needed to fax some documents to the corporate arm of Edward Jones. Despite me having no relationship to this office at all, the staff were friendly, sensitive, and helpful. It was a pleasure to experience their understanding and graciousness as they assisted me. I felt bad for intruding unannounced with an odd request to fax documents, but the staff offered reassurance and handled my matter professionally and quickly. If this is how they treat someone who is not a customer, I can only imagine their actual customers are incredibly satisfied.

Frequently Asked Questions About Edward Jones - Financial Advisor: Jared D Mitchell, CFP®

What services does Edward Jones - Financial Advisor: Jared D Mitchell, CFP® offer?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Jared D Mitchell, CFP® located?

They are located at 75 West State Street, Suite B, Lehi, UT 84043, United States.