Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™
5.02 reviews
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: Kelly Morgan, CFP®|AAMS®|CRPC™
16100 NW Cornell Road, Beaverton, OR
97006, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Kelly Morgan offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Kelly Morgan?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Kelly Morgan located?
The office is located at 16100 NW Cornell Road, Ste 260, Beaverton, OR 97006, United States.
How can I contact Edward Jones - Financial Advisor: Kelly Morgan for appointments or inquiries?
You can call at +1 503-644-1408 or email k.morgan@edwardjones.com. Appointments can also be scheduled via their contact page online.
Does Edward Jones - Financial Advisor: Kelly Morgan provide online resources or apps for clients?
Yes, they offer Android and iOS apps for mobile access to services and tools, and a featured retirement savings calculator on their website.
What languages are spoken at Edward Jones - Financial Advisor: Kelly Morgan?
The services are provided in English.
Are there any nearby parks that clients might visit before or after their appointment?
Yes, Willow Creek Nature Park is nearby and offers a public plaza and hiking trails, ideal for relaxation or a stroll before or after your financial consultation.
Which nearby businesses might be useful for clients needing mortgage or loan services in the Beaverton area?
Guild Mortgage Company, Stearns Home Loans - Beaverton Branch, and Mike Houghton, a mortgage broker, are nearby and can assist with mortgage and loan needs alongside financial planning.
Can you recommend other financial advisors or services near Edward Jones - Financial Advisor: Kelly Morgan?
Nearby financial advisors include Ankit Palan, Rock Creek Wealth Management, and Cross Financial Management, offering additional investing and financial advisory services.
What healthcare services are available nearby that clients can access in Beaverton?
Nearby healthcare services include Evolve Health TMS and Spravato, SportsCare Physical Therapy, The Doctors Luce Pediatrics, LLC, and NorthStar Psychiatry, covering a range of medical and mental health needs.