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
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Edward Jones - Financial Advisor: Amanda Whitlatch, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Amanda Whitlatch, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Amanda Whitlatch 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: Amanda Whitlatch located?
The office is located at 1230 Oregon Ave SW, Suite B, Bandon, OR 97411, USA.
What are the normal business hours for the Edward Jones office in Bandon?
The office is open Monday to Friday from 8:00 AM to 4:30 PM, and closed on Sundays and Saturdays except by appointment on Saturdays.
How can I schedule an appointment with Amanda Whitlatch at Edward Jones?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/amanda-whitlatch/contact/.
Is there an app available for accessing Edward Jones services on mobile devices?
Yes, Edward Jones has mobile apps available for Android and iOS from their respective app stores.
What types of investments and financial products does Amanda Whitlatch specialize in?
She specializes in stocks and bonds, investment management, and financial advising services.
How can I contact Amanda Whitlatch at Edward Jones?
You can reach her by phone at +1 541-329-4334 or via email at amanda.whitlatch@edwardjones.com.
What nearby real estate services are located close to Edward Jones in Bandon?
Nearby real estate services include Anchor Realty, Bandon By The Dunes Realtee, David L Davis Real Estate, Keeli Gernandt Real Estate, and Brandie Culp. Customers interested in financial and investment planning can conveniently coordinate real estate decisions with these local experts.
Are there dining or cafe options near Edward Jones in Bandon?
Yes, nearby dining options include Caffe Dio's (a cafe and pizza restaurant) and Dios cafe, great places to grab a meal or coffee before or after your appointment.
What financial institutions are near Edward Jones for additional banking needs?
Nearby financial institutions include Umpqua Bank, First Interstate Bank, Columbia Bank, and First Community Credit Union, providing convenient options for banking alongside investment services.