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: Jodi L Davis, CFP®|AAMS®
15 E St SE, Quincy, WA
98848, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jodi L Davis, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jodi L Davis, CFP®|AAMS® provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the office hours for Edward Jones - Financial Advisor: Jodi L Davis?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jodi L Davis located?
The office is located at 15 E St SE, Quincy, WA 98848, United States.
How can I contact Jodi L Davis at Edward Jones?
You can contact her via phone at +1 509-787-4347 or email at jodi.davis@edwardjones.com.
Is there an online way to schedule a consultation with Edward Jones - Financial Advisor: Jodi L Davis?
Yes, consultations can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jodi-davis/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS devices via the Google Play Store and Apple App Store respectively.
What should I know about data privacy with Edward Jones?
Edward Jones has a Privacy and Security page detailing how they use and protect your data, accessible on their website.
Which nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can enjoy La Michoacana Paleteria for ice cream and smoothies, The Grape Quincy Wine Cellar if you like wine, or Quincy Thrift and Shoppe for unique shopping experiences.
Are there financial institutions near Edward Jones that could assist with banking needs?
Yes, nearby banks include Washington Federal, Bank of America, and Washington Trust Bank, all located near the Edward Jones office.
How can nearby transportation services help me reach Edward Jones - Financial Advisor: Jodi L Davis?
NextMile Solutions LLC, a local transportation company nearby, can aid in arranging travel to and from the Edward Jones office in Quincy.