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: Steven J Monson, CFP®
3325 N University Ave, Provo, UT
84604, United States
Reviews
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- JHJaden HellewellMay 11, 20215.0Steve helped me set up my retirement accounts years ago and has been managing them since that time. I have seen consistent growth throughout the years. Steve and his team have always been very helpful with anything I have needed or any questions I have had. I would recommend them to anyone.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven J Monson, CFP®
What types of financial services does Edward Jones - Financial Advisor: Steven J Monson offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations to tailor advice to individual client needs.
Where is Edward Jones - Financial Advisor: Steven J Monson located?
The office is located at 3325 N University Ave, Suite 150, Provo, UT 84604, United States.
How can I contact Steven J Monson at Edward Jones?
You can contact Steven J Monson via phone at +1 801-373-3763 or email at steven.monson@edwardjones.com.
Does Edward Jones - Financial Advisor: Steven J Monson have an online presence or app?
Yes, they have an iOS app available on the Apple App Store and an Android app on Google Play, and their information is accessible on their website.
How can I schedule a consultation with the financial advisor Steven J Monson?
You can schedule a consultation via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/steven-monson/contact/.
What languages does Edward Jones - Financial Advisor: Steven J Monson speak?
They provide services in English.
Is Edward Jones - Financial Advisor: Steven J Monson open now?
Yes, the business is currently open.
Which nearby health and counseling centers could clients visit before or after meetings at Edward Jones?
Clients might find it convenient to visit nearby centers such as Mauna Psychology, Provo Counseling Center, or Bright Path Anxiety Counseling for Women for mental health support.
What nearby legal services are available in the area around Edward Jones?
Nearby legal services include Sessions and Williams specializing in bankruptcy law, and Lynn C. Harris focusing on personal injury law.
Are there any nearby wellness or rehabilitation centers near Edward Jones?
Yes, nearby wellness centers include Alpine Spinal Rehab for chiropractic and physical therapy, and Bodyworks Bliss offering massage therapy and spa services.