Edward Jones - Financial Advisor: Jeremey W Santee-Malloy, CFP®|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: Jeremey W Santee-Malloy, CFP®|CRPC™
760 S Main St, Dallas, OR
97338, United States
Hours
Reviews
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- SAsally adamsMar 15, 20235.0If you want to deal with someone who really listens to what you want, and takes the time to patiently explain the intricacies of investing, this is the place! We are not wealthy people, but Jeremey has been a valuable resource for us on many levels.
- JRJane RobbinsFeb 19, 20215.0Jeremy was excellent he's been so sufficient and so helpful with everything and all of our questions we really appreciate his great service.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremey W Santee-Malloy, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Jeremey W Santee-Malloy offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jeremey W Santee-Malloy?
Open Monday to Friday from 8:30 AM to 5:00 PM; closed on Saturdays and Sundays. Appointments are required on weekdays.
Where is Edward Jones - Financial Advisor: Jeremey W Santee-Malloy located?
The office is located at 760 S Main St, Suite B, Dallas, OR 97338, USA.
How can I contact Jeremey W Santee-Malloy or make an appointment?
You can call the local phone number at +1 503-606-3048 or schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jeremey-santee-malloy/contact/
Is there an app available to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to manage your investments on the go.
Which languages are supported at Edward Jones - Financial Advisor: Jeremey W Santee-Malloy?
The services are provided in English.
What nearby places can I visit for a coffee or meal before or after my appointment?
Nearby you can visit Pressed Coffee & Wine Bar for coffee, Domino's Pizza for pizza, and New Morning Bakery Dallas for baked goods and deli items.
Are there fitness centers near Edward Jones - Financial Advisor to work out before or after your visit?
Yes, Harvest CrossFit, Anytime Fitness, and Valley Strength Weightlifting gyms are close by for sports and fitness activities.
What beauty or wellness services are available near the Edward Jones office?
Nearby options include Jchelz Salon and Spa, Bliss Beauty Bar, Bella Dawna Beauty medical spa, and multiple massage therapy providers like Massage by BettyAnn and Pure Muscle Therapy.
What notable competitors does Edward Jones - Financial Advisor face in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.