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: David Gold, CFP®
322 N Main St, Barre, VT
05641, United States
Hours
Reviews
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- TFTony FletcherFeb 18, 20215.0I can't say enough about David and Renee. David took the time to make sure I fully understood all options and listened to my questions and concerns. He set me up with a plan that just seems to make sense. I left feeling like he was genuinely interested in what was best for me and that he will be there for me when I need him. Renee was super supportive and helped when I needed it. She stayed on the phone to make sure I was able to do what I needed on-line and made me feel like I could reach out to her any time I needed. What a very good experience! Highly recommend to anyone.
- TBTimothy BoltinJan 18, 20195.0David Gold is worth more than solid gold. While he is a man who gets giddy about money -- he is all business when it comes to your money. You will not find a more trustworthy advocate for your money and you. I have often used Dave has a confidant, a sounding board and a good friend to help me with business and life decisions. Do yourself a favor - Call Dave!
Frequently Asked Questions About Edward Jones - Financial Advisor: David Gold, CFP®
What financial services does Edward Jones - Financial Advisor: David Gold, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: David Gold, CFP® located?
The office is located at 322 N Main St, Suite 3, Barre, VT 05641, United States.
What are the office hours for Edward Jones - Financial Advisor: David Gold, CFP®?
They are open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David Gold, CFP®?
You can call the main phone at +1 802-648-6403 or email david.gold@edwardjones.com.
Does Edward Jones - Financial Advisor: David Gold, CFP® offer online resources or apps?
Yes, they offer both Android and iOS apps for convenient mobile access to services.
How can I schedule an appointment with Edward Jones - Financial Advisor: David Gold, CFP®?
You can make a reservation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-gold/contact/
What languages are spoken at Edward Jones - Financial Advisor: David Gold, CFP®?
They provide services in English.
Are there other financial institutions near Edward Jones - Financial Advisor: David Gold, CFP®?
Yes, nearby financial institutions include Community National Bank, NorthCountry FCU Barre, KeyBank, and Vermont Federal Credit Union which can assist with banking and credit needs.
What nearby places could I visit before or after my appointment at Edward Jones?
You might enjoy visiting nearby places like the American Legion Barre Post 10 for community events, or relax at Off - The - Top Barbershop for grooming services.
Is there a place nearby where I can grab a quick meal or coffee around Edward Jones - Financial Advisor: David Gold, CFP®?
Yes, nearby options include Domino's for pizza and Dunkin' for coffee and donuts, convenient for a quick meal or beverage.