Business Details
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: Brian Wheeler
14780 SW Osprey Drive, Beaverton, OR
97007, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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2 stars0
1 star0
- EKElecia KaufmanApr 7, 20245.0Mr. Wheeler instilled trust with his knowledge and commitment at our first meeting in 1995. I have remained a client to this day for all my financial needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian Wheeler
What services does Edward Jones - Financial Advisor: Brian Wheeler offer?
The services include personalized investment management, retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations.
Where is Edward Jones - Financial Advisor: Brian Wheeler located?
The office is located at 14780 SW Osprey Drive, Ste 295, Beaverton, OR 97007, US.
What are the business hours of Edward Jones - Financial Advisor: Brian Wheeler?
The office is open Monday through Friday from 7:00 AM to 3:30 PM and closed on weekends.
How can I contact Brian Wheeler, the financial advisor at Edward Jones?
You can contact Brian Wheeler by phone at +1 971-385-5854, alternate phone +1 503-590-4505, or email at brian.wheeler@edwardjones.com.
Does Edward Jones - Financial Advisor: Brian Wheeler have an app for mobile devices?
Yes, Edward Jones has mobile apps available for both Android and iOS devices.
How can I schedule an appointment with Brian Wheeler?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-wheeler/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Brian Wheeler?
Services are offered in English.
What financial competitors are near Edward Jones - Financial Advisor: Brian Wheeler?
Nearby financial competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby medical and dental services are close to Edward Jones - Financial Advisor: Brian Wheeler?
Nearby medical and dental services include Kub Water Resources, Dr. Barney's Hawaiian Smiles Dentistry, Beaverton Periodontics, Good Life Dentistry, and Dr. Matt Orthodontics.
Are there nearby places where I can relax or grab a coffee before or after my visit?
Yes, nearby you can visit Insomnia Coffee Company for coffee and White Oak Taphouse for drinks and relaxation.