Edward Jones - Financial Advisor: William Westfall, CFP®|ChFC®

5.0
3 reviews
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Business Details

3120 W Belltower Rd, Meridian, ID
83646, United States
(208) 288-3288
https://www.edwardjones.com/us-en/financial-advisor/william-westfall
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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: William Westfall, CFP®|ChFC®
3120 W Belltower Rd, Meridian, ID
83646, United States

Hours

Reviews

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  • TK
    Tara Krick
    Dec 5, 2019
    5.0
    I have had several financial advisors over the years and I’m so glad Bill and I found each other. I am not just a client, a person, a commission. I feel so valued and so well taken care of! So much more than I ever felt before. I made him wait for a year while I tested another company. My advice is don’t wait! You’re so unlikely to find someone who will take this kind of care and attention to you and have such reasonable fees. I cannot day enough good things. Bill always has by best interest and all my financial goals at heart! I recommend him to anyone!
  • MS
    Marty Solomon
    May 5, 2017
    5.0
    Bill is truly a cut above your typical financial advisor. He wants to do more than just manage your money and retirement plans. He wants to make sure you understand as the client what you're engaged in. He is passionate about understanding your goals and also helping you understand the process. He makes investing in the future something that is enjoyable, not just to be endured. I would highly recommend him to anyone!
  • RJ
    Ryan Jones
    May 5, 2017
    5.0
    The service you get from Bill is second to none! He is a great teacher who takes the time to listen to your goals and puts a plan into place to help you reach them. He's able to break down some complicated concepts in a way that makes me feel comfortable and confident in my investments. If you're ready to plan for the future of you and your family, you've come to the right place.
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Frequently Asked Questions About Edward Jones - Financial Advisor: William Westfall, CFP®|ChFC®

What services does Edward Jones - Financial Advisor: William Westfall offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.

What are the regular business hours for Edward Jones - Financial Advisor: William Westfall?

They are open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.