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

Edward Jones - Financial Advisor: Joshua Clark

Edward Jones, a renowned financial services firm, is proud to have Joshua Clark as a dedicated financial advisor serving the Meridian, Idaho community. With a commitment to understanding individual client needs and providing personalized service, Clark embodies Edward Jones' core values of integrity, quality, and excellence.

Main Services

• Personalized Investment Strategies: Joshua Clark works closely with clients to create tailored investment plans that align with their unique financial goals and risk tolerance. He provides ongoing support and adjusts strategies as needed to help clients stay on track to meet their objectives.
• Retirement Planning: Clark offers comprehensive retirement planning services, including 401(k) rollovers, IRAs, and other retirement savings plans. He helps clients plan for a comfortable retirement by developing strategies that address income needs, healthcare costs, and legacy planning.
• Estate and Legacy Planning: Joshua Clark provides guidance on estate planning strategies to help clients preserve their wealth and pass it on to future generations. He works with clients to create wills, trusts, and other estate planning documents tailored to their specific needs.
• Insurance Services: Clark offers a range of insurance products, including life, health, and long-term care insurance, to help clients protect their assets and loved ones from financial risks. He works with clients to identify their unique insurance needs and find the right coverage at competitive prices.
• Business Solutions: For business owners, Joshua Clark provides services such as employee benefits planning, business succession planning, and commercial lending referrals to help them grow and manage their enterprises more effectively.

Location and Access

Edward Jones - Joshua Clark is conveniently located at 2011 N Locust Grove Rd, Meridian, ID 83646, United States. The office is situated in the heart of the Treasure Valley, near the intersection of I-84 and I-184, providing easy access for clients coming from various parts of the Boise metropolitan area.

For those preferring public transportation, the office is approximately a 10-minute walk from the Meridian Veteran's Memorial Park & Ride, which is served by multiple ValleyRide bus routes. Additionally, the office offers ample free parking, including a wheelchair-accessible car park, to accommodate clients with mobility challenges.

Featured Characteristics

• Wheelchair Accessibility: The office is designed with wheelchair accessibility in mind, featuring a wheelchair-accessible entrance and toilet to ensure that all clients can access the services they need.
• Appointments Recommended: While walk-ins are welcome, Joshua Clark encourages clients to schedule appointments in advance to ensure they receive the undivided attention and personalized service they deserve. Appointments can be made by calling the office or using the online scheduling tool on the Edward Jones website.

Practical Information

The Edward Jones office is open Monday through Friday, from 8:30 AM to 5 PM, with evening and weekend appointments available by request. To contact the office, clients can call 208-377-3595 or visit the website at edwardjones.com.

In addition to providing financial services, the office also hosts educational events and workshops to help clients stay informed about financial planning, investing, and retirement strategies. These events are open to both existing and prospective clients, offering a valuable opportunity to learn from industry experts and network with like-minded individuals.

Positive Aspects from Reviews

With an average opinion of 5/5 stars on Google My Business, Edward Jones - Joshua Clark has received praise for several aspects of its service:

• Personalized Attention: Clients appreciate the personalized and tailored approach Joshua Clark takes when working with them to understand their unique financial situation and goals.
• Expertise and Knowledge: Many clients commend Clark's extensive knowledge and expertise in the financial services industry, as well as his ability to explain complex financial concepts in a clear and understandable manner.
• Responsive and Communicative: Clients appreciate Joshua Clark's responsiveness and ability to promptly address their questions and concerns, ensuring they feel well-informed and supported throughout their financial planning journey.

One satisfied client raves, "Joshua Clark and his team at Edward Jones have been an absolute pleasure to work with. They took the time to understand our unique financial situation and created a customized plan that has set us on the path to financial security. We can't recommend them highly enough!"

Another client adds, "Joshua Clark is not only an exceptional financial advisor but also a trusted friend and mentor. He has helped our family navigate complex financial decisions with confidence and has always put our best interests at heart. We feel fortunate to have him as our financial advisor."

👍 Reviews of Edward Jones - Financial Advisor: Joshua Clark

Angie L.

5/5