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: Jeffrey S Tolley, CFP®
5252 Edgewood Drive, Provo, UT
84604, United States
Reviews
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- WNWayne NelsonAug 5, 20205.0I’ve known Jeff for many years and completely trust him with our retirement accounts and financial planning. I think it’s amazing that I can get advice from a guy that graduated at the top of his class at a prestigious university, from a top-five law school, and excelled at defending billion dollar companies from frivolous lawsuits before deciding to go back to school and become a financial planner. He is also incredibly personable and detail oriented. You can’t go wrong by using Jeff.
- JJJon Kovach Jr.Mar 7, 20195.0Jeff Tolley helped me and my wife get started with our initial investments and has given us the tools and resources to properly build our financial portfolio according to our comfort and to our interests. He is extremely easy to work with and has a wealth of knowledge capable taking your investments in the right direction. We are grateful for Jeff and his team for helping us and for giving us or financial start. We highly recommend him for his services, counseling and advisory.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey S Tolley, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Jeffrey S Tolley, CFP® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs and goals.
How can I schedule a consultation with Jeffrey S Tolley?
You can schedule a consultation by contacting the office at +1 801-691-0211 or booking online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeffrey-tolley/contact/.
Where is Edward Jones - Financial Advisor: Jeffrey S Tolley located?
The office is located at 5252 Edgewood Drive, Suite 110, Provo, UT 84604, USA.
Does Edward Jones provide mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android via the Google Play Store and on iOS via the Apple App Store for convenient investment management.
What languages are supported at Edward Jones - Financial Advisor: Jeffrey S Tolley?
Services are provided in English.
What should I know about Edward Jones' commitment to data privacy?
Edward Jones has a Privacy and Security page detailing how they use and protect your data, available at https://www.edwardjones.com/us-en/privacy.
What nearby financial services can complement services from Edward Jones - Financial Advisor: Jeffrey S Tolley in Provo?
Nearby financial services include MyCPA Accounting and Advisory Services for accounting needs, Bank of America Mortgage for mortgage lending, and Northwestern Mutual Life Insurance Company for insurance and financial advising.
Are there nearby fitness or wellness centers I can visit before or after my appointment?
Yes, you can visit Studio Physiques Pilates or LaBlast Fitness for fitness instruction and boot camp classes, or SimplySkin & Laser for skin care and laser hair removal services nearby.
What technology or business service providers are located near Edward Jones - Financial Advisor: Jeffrey S Tolley?
Nearby are Efilecabinet for IT and computer repair, VisualCue for software development, and Infogenix for marketing and web design services.
Which competitors does Edward Jones - Financial Advisor: Jeffrey S Tolley track in rank and market comparison?
They track competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab in rank and market positioning.