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
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Edward Jones - Financial Advisor: Jim Boltz, AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Boltz, AAMS®
What services does Edward Jones - Financial Advisor: Jim Boltz provide?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jim Boltz?
Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 2:00 PM. The business is closed on Saturdays and Sundays. Appointments are available on weekdays.
How can I schedule an appointment with Jim Boltz, the financial advisor at Edward Jones?
You can make an appointment by contacting them through their reservation website at https://www.edwardjones.com/us-en/financial-advisor/jim-boltz/contact/.
Where is Edward Jones - Financial Advisor: Jim Boltz located?
The office is located at 9408 Grant Ave, Suite 303, Manassas, VA 20110, USA.
What is the contact phone number and email for Edward Jones - Financial Advisor: Jim Boltz?
You can call at +1 703-257-6077 or email jim.boltz@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Jim Boltz offer mobile apps for clients to use?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for client convenience.
What languages are supported at Edward Jones - Financial Advisor: Jim Boltz?
The office provides services in English.
Are there any nearby financial or real estate services close to Edward Jones - Financial Advisor: Jim Boltz?
Yes, nearby financial services include Strong Home Mortgage and another Edward Jones office managed by Claudia M Campo Hurtado. For real estate services, Long and Foster and NextHome The Agency Group are nearby, which may be useful for clients seeking comprehensive financial and property advice.
Is there a bank or ATM near Edward Jones - Financial Advisor: Jim Boltz for easy access to financial transactions?
Yes, there is an M&T Bank and multiple M&T Bank ATMs nearby, as well as a Wells Fargo Bank close to the office, which can be convenient for clients handling banking transactions before or after their meetings.
What other professional services are located near Edward Jones - Financial Advisor: Jim Boltz?
Nearby professional services include legal firms like Livesay & Myers, P.C., The Manassas Law Group, and Scott J. Newton Esquire, as well as accounting services from Pro Ledger Group LLC.