Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Trent W Oki, CFP®|ChFC®
320 SW Upper Terrace Dr, Bend, OR
97702, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Trent W Oki, CFP®|ChFC®
Who is Trent W Oki and what services does he offer?
Trent W Oki is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) offering financial advising, investment management, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Trent W Oki located?
The office is located at 320 SW Upper Terrace Dr, Suite 103, Bend, OR 97702, USA.
How can I schedule an appointment with Trent W Oki?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/trent-oki/contact/.
What kinds of retirement accounts does Trent W Oki specialize in?
He specializes in 401(k) rollovers, Roth IRAs, SEP IRAs, and Traditional IRAs to assist with retirement planning.
What is the best way to contact Trent W Oki via email or phone?
You can contact him by email at trent.oki@edwardjones.com or by phone at +1 541-330-4096.
Which languages are supported at the Edward Jones office of Trent W Oki?
Services are offered in English at this location.
Where can I learn more about IRAs through Edward Jones?
You can learn more about IRAs at Edward Jones's official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can visit The Bulletin, a bookstore and print media outlet, and the Central Oregon Ag Show, which offers agricultural services and exhibitions.
Are there nearby insurance agencies close to Edward Jones - Financial Advisor: Trent W Oki?
Yes, Nationwide Mutual Insurance Company and Century Insurance Group are nearby insurance agencies you might consider visiting.
What other financial or real estate services are located near Edward Jones - Financial Advisor: Trent W Oki?
Nearby financial and real estate services include Johnny Champa Broker - Keller Williams Central Oregon, Property Leaders REM, and Pinecone Lending for lending and property management needs.