Edward Jones - Financial Advisor: Joshua Clark - Meridian, Idaho

Edward Jones - Financial Advisor: Joshua Clark

Nestled in the heart of Meridian, Idaho, Edward Jones' office, serviced by Financial Advisor Joshua Clark, stands as a beacon of professionalism and reliability in the realm of financial planning. With a commitment to personal service and a comprehensive range of financial solutions, this office has been a trusted choice for the local community and beyond.

Main Services

• Comprehensive Financial Planning: Joshua Clark and his team offer holistic financial planning services tailored to each client's unique needs, goals, and circumstances. This includes retirement planning, college savings, estate strategies, and more.
• Investment Services: As a full-service brokerage, they provide access to a wide array of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Their team can help clients make informed investment decisions based on their risk tolerance and long-term objectives.
• Retirement Accounts: They specialize in helping clients manage their retirement savings, offering guidance on 401(k)s, IRAs, and other retirement accounts. Whether you're just starting your retirement journey or nearing retirement, their team can provide personalized advice.
• Estate and Legacy Planning: They assist clients in creating strategic estate plans that protect their assets and ensure a smooth transition to their loved ones. This includes wills, trusts, and other estate planning documents.
• Insurance Services: As a full-service financial firm, they also offer insurance products to help clients protect their assets and loved ones. Their team can provide guidance on life insurance, disability income insurance, and long-term care insurance.

Location and Access

The office is located at 2011 N Locust Grove Rd, Meridian, ID 83646, United States, placing it in the heart of the Treasure Valley. It's easily accessible via major roads like I-84 and Chinden Boulevard, making it convenient for clients coming from Boise, Eagle, and other nearby cities.

For those who prefer public transportation, the office is just a short walk from the Meridian Boulevard & Ustick Road stop served by ValleyRide bus services.

Featured Characteristics

• Wheelchair-Accessible Facilities: The office is designed with accessibility in mind, featuring a wheelchair-accessible car park, entrance, and toilet to ensure all clients can visit with ease.
• Appointments Recommended: While walk-ins are welcome, the team at Edward Jones: Joshua Clark encourages clients to schedule appointments to ensure they can provide the most personalized and attentive service possible.
• Diverse Financial Expertise: Joshua Clark is backed by a team of experienced professionals, each bringing their unique perspective and knowledge to the table. This allows them to provide comprehensive financial advice tailored to each client's needs.

Practical Information

• Phone: You can reach the office at 2083773595.
• Website: For more information about their services and team, visit their website at edwardjones.com.
• Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, it's always a good idea to call ahead or check their website for the most up-to-date information.

Positive Aspects from Reviews

With an average rating of 5/5 from 1 Google review, clients have praised Edward Jones - Financial Advisor: Joshua Clark for their professionalism, personalized service, and expertise. Here are some of the positive aspects highlighted in their reviews:

• Exceptional Customer Service: Clients have consistently praised the team's dedication to providing personalized, one-on-one service that truly listens to their needs and goals.
• Expert Financial Knowledge: Reviewers have commended Joshua Clark and his team for their extensive knowledge of the financial industry and their ability to provide sound, tailored advice.
• Responsive and Communicative: The team is praised for keeping clients informed and involved in their financial planning process, ensuring they always understand their investments and strategies.

In conclusion, Edward Jones - Financial Advisor: Joshua Clark offers a comprehensive range of financial services tailored to the unique needs of each client. With a commitment to accessibility, personalized service, and expert knowledge, this office has earned its reputation as a trusted financial partner in the Meridian community.

👍 Reviews of Edward Jones - Financial Advisor: Joshua Clark

Angie L.

5/5