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: Todd P Boze, CFP®|AAMS®
950 12th Ave, Longview, WA
98632, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Todd P Boze, CFP®|AAMS®
What investment services does Edward Jones - Financial Advisor: Todd P Boze provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Todd P Boze?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Todd P Boze located?
The office is located at 950 12th Ave, Suite 150, Longview, WA 98632, United States.
How can I contact Edward Jones - Financial Advisor: Todd P Boze?
You can reach them by phone at +1 360-575-9399, or email todd.boze@edwardjones.com.
Is there an option to book an appointment online with Todd P Boze at Edward Jones?
Yes, appointments can be booked online through their reservation page: https://www.edwardjones.com/us-en/financial-advisor/todd-boze/contact/
Does Edward Jones - Financial Advisor Todd P Boze offer mobile apps for clients?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms to help manage your investments and financial information.
What nearby financial services are available near Edward Jones - Financial Advisor: Todd P Boze?
Nearby financial services include Edward Jones - Financial Advisor: Kody R Joslen, PUD Federal Credit Union, and Edward Jones - Financial Advisor: Patrick J Costello providing investment and financial support.
Are there any legal service providers near Edward Jones - Financial Advisor: Todd P Boze?
Yes, several legal services are nearby including Falkenstein Zandi PLLC (divorce and family law), Parham, Hall and Staples (employment law), and David H. Rorden Attorney at Law.
What healthcare services are available around Edward Jones - Financial Advisor: Todd P Boze?
Nearby healthcare providers include Sunrise Dental of Longview, Northwest Psychological Resources, Child & Adolescent Medical Center, and Lauren Cai Orthodontics, offering dental, mental health, pediatric, and orthodontic services.
What should I know about privacy and security when working with Edward Jones - Financial Advisor: Todd P Boze?
Edward Jones is committed to protecting your data. Their Privacy and Security practices are detailed on their website to ensure your information is handled securely.