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: Jeff White, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff White, CFP®
What services does Edward Jones - Financial Advisor: Jeff White, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jeff White, CFP® located?
The office is located at 234 Ellsworth St SW, Albany, OR 97321, United States.
How can I contact Edward Jones - Financial Advisor: Jeff White, CFP®?
You can contact them by phone at +1 541-926-3133 or email at jeff.c.white@edwardjones.com.
Can I schedule an appointment with Edward Jones - Financial Advisor: Jeff White, CFP® online?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-c-white/contact/
Does Edward Jones - Financial Advisor: Jeff White, CFP® provide resources for retirement planning?
Yes, they offer a retirement savings calculator available online to help clients prepare for their retirement.
Which languages are supported at Edward Jones - Financial Advisor: Jeff White, CFP®?
Services are provided in English.
What nearby financial institutions can I visit in Albany near Edward Jones?
Nearby financial institutions include Chase Bank, WaFd Bank - Albany, KeyBank, US Bank, Umpqua Bank, and U.S. Bank, which could be useful for transactions before or after your consultation.
Are there any dining options near Edward Jones - Financial Advisor: Jeff White, CFP®?
Yes, nearby places to eat include Novak's Hungarian Restaurant, Greyhound Tavern, Margin Coffee Roasters, Sugarheroes Candy Bar, and The Growler Garage & Tap House.
What nearby services are available around Edward Jones - Financial Advisor: Jeff White, CFP®?
Nearby services include legal assistance at Felling and Reid or KMC LAW, massage therapy at Massage Studio, and pet grooming at Trained 'N Tidy and Dirty To Dapper.
How can nearby public offices help me when visiting Edward Jones - Financial Advisor: Jeff White, CFP®?
Nearby public offices like Albany City Hall and the City of Albany, Oregon can assist with local government needs, which might be helpful if you require documentation or permits related to financial planning.