Business Details
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: 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.