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
Willy is very trustworthy, caring, and knowledgeable. He has been an excellent advisor for me.
EO
Eudora O'Brien
Sep 29, 2022
5.0
Great customer service, knowledgeable, no pressure, overall great experience!
DK
D Kearney
Mar 6, 2020
5.0
Willie Is very good at explaining everything to where you understand it. He is a very Nice guy and Amber his receptionist is very sweet. Not only are they concerned about your finances but also about how life is for you.
Frequently Asked Questions About Edward Jones - Financial Advisor: Willy T Shelton
What services does Edward Jones - Financial Advisor: Willy T Shelton offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management.
What are the regular business hours for Edward Jones - Financial Advisor: Willy T Shelton?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, they are open by appointment only.
Where is Edward Jones - Financial Advisor: Willy T Shelton located?
They are located at 645 N Jessica Brooke Circle, Suite A, Wasilla, AK 99654, USA.
How can I schedule an appointment with Edward Jones - Financial Advisor: Willy T Shelton?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/willy-shelton/contact/ or by calling +1 907-373-2300.
What languages are spoken at Edward Jones - Financial Advisor: Willy T Shelton?
English is the language spoken at this office.
How can I contact Edward Jones - Financial Advisor: Willy T Shelton via email?
You can email them at willy.shelton@edwardjones.com.
What nearby places are close to Edward Jones - Financial Advisor: Willy T Shelton that clients might visit?
Nearby places include Celestial Designs (a bridal shop), Frontier Family Medicine (health and medical center), and Mystic Beauty & Co. LLC (a beauty salon). Clients might find it convenient to visit these locations before or after their financial consultations.
Are there nearby financial or accounting services close to Edward Jones in Wasilla?
Yes, nearby financial-related services include Tegeler and Associates (accountant and financial services), Foster and Company, LLC (accountant), and several mortgage brokers such as Amanda Jensen and First Rate Financial Wasilla NMLS 184451.
Can I use local amenities like gas stations or cafes near Edward Jones while visiting?
Yes, nearby amenities include Shell and Essential One gas stations for convenience, and Focus Coffee Company if you'd like to enjoy a coffee or smoothie before or after your appointment.
Does Edward Jones - Financial Advisor: Willy T Shelton have an online presence for additional resources or social media?
Yes, you can visit their LinkedIn profile at https://www.linkedin.com/in/willyshelton, follow Edward Jones on Twitter @EdwardJones, or find them on Facebook at https://www.facebook.com/504795716261263.