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: Scott D Holt, CFP®|AAMS®
4001 Summitview Ave, Yakima, WA
98908, United States
Hours
Reviews
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- DCdave churchNov 10, 20205.0Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, we've made money even in "bad" markets.
- RTRobert TreeOct 9, 20175.0Helpful and attentive to my needs. Made my money turn into more money.
- JSJeanette StrommeFeb 16, 20175.0I am very happy with Scott Holt and Edward Jones. American funds is the way to go!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Scott D Holt provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Scott D Holt located?
The office is located at 4001 Summitview Ave, Suite 23, Yakima, WA 98908, USA.
What are the office hours for Edward Jones - Financial Advisor: Scott D Holt?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I contact Scott D Holt at Edward Jones?
You can call the main phone number at +1 509-652-2688, the alternate phone at +1 509-965-1100, or email scott.holt@edwardjones.com.
Does Edward Jones offer online tools or apps for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage their investments and financial planning.
How can I schedule a consultation with Scott D Holt?
You can make a reservation or contact the advisor through the Edward Jones contact page: https://www.edwardjones.com/us-en/financial-advisor/scott-holt/contact/.
What nearby amenities can I visit before or after my appointment at Edward Jones?
Nearby, you can visit Better Now Coffee for a refreshing drink, Gold's Gym for a workout, or Gretchen boutique for women's clothing and accessories.
Are there any nearby financial or real estate services near Edward Jones?
Yes, nearby financial and real estate services include Schreiner Title, Apple Valley Mortgage, Heritage Wealth Advisors - Ameriprise Financial Services, LLC, and Finance of America Mortgage.
What dining options are available near the Edward Jones office?
You can find dining options such as Ballesteri's (American cuisine), Royal Buffet (Asian cuisine), SUBWAY sandwich shop, and Why Not My Asian Kitchen nearby.
What languages are supported by Edward Jones - Financial Advisor: Scott D Holt?
The advisor provides services in English.