Edward Jones - Financial Advisor: David C Goeres, CFP®|RICP®|AAMS®
5.04 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: David C Goeres, CFP®|RICP®|AAMS®
2710 Willakenzie Road, Eugene, OR
97401, United States
Hours
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- MWMark WilliamsNov 30, 20235.0I have worked with David Goeres for several years and he has taken very good care of me and my financial well-being. He listens to me and my concerns and guides me on my path to smart investments that increase my portfolio. I highly recommend him as someone who will take good care of you.
- EJEli JahwanFeb 25, 20215.0This guy will bend over backwards to make things work for you.. 5 plus stars. Always making money!!!
- KHKolbe HuddyJun 9, 20205.0I had some questions on how to handle my 401k after being laid off so I googled finacial advisors in Eugene and David's office was the first to appear, and once you talk to him you'll find that's right where he belongs. Being the first time I've inquired the help of an FA, I wasn't sure what to expect. He immediately makes you feel comfortable and explains your situations pros and cons in a way thats easy to understand. I don't normally leave reviews but I just felt good about my experience here and wanted to reccomended David to anyone who searching for a bit of clarity regarding thier finances.
- MLmeredith laingApr 18, 20195.0David is very knowledgeable in his field, but even more so, he is very loyal and genuine and I trust him with taking care of my financial needs. I know I am in good hands with David and I will send all of my clients, family, and friends to him for financial guidance. Thanks for being awesome David!
Frequently Asked Questions About Edward Jones - Financial Advisor: David C Goeres, CFP®|RICP®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: David C Goeres offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: David C Goeres?
The office is open Monday through Friday from 8:30 AM to 3:00 PM and is closed on weekends. Fridays are by appointment only.
How can I contact Edward Jones - Financial Advisor: David C Goeres?
You can contact the office via phone at +1 541-485-1079 or email david.goeres@edwardjones.com.
Where is Edward Jones - Financial Advisor: David C Goeres located?
The office is located at 2710 Willakenzie Road, Eugene, OR 97401, USA.
How can I schedule an appointment with David C Goeres?
Appointments can be scheduled through the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/david-goeres/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: David C Goeres?
English is the primary language spoken at the office.
What types of financial services and products does David C Goeres provide?
Services include stocks and bonds trading, investment management, and advisory services tailored to client goals.
What nearby dining options are close to Edward Jones - Financial Advisor: David C Goeres?
Nearby dining options include Subway, Papa's Pizza Parlor - Coburg Rd Eugene, Papa Murphy's Take 'N' Bake Pizza, Dairy Queen, Bellizzi's Pizza Joint, and BJ's Restaurant & Brewhouse, offering a variety of casual foods to enjoy before or after your financial consultation.
Are there any nearby coffee shops or cafes near the Edward Jones office?
Yes, Dutch Bros Coffee, a popular coffee shop and cafe, is located near the Edward Jones office, perfect for grabbing a coffee during your visit.
Where can I find nearby financial services and banking close to Edward Jones - Financial Advisor: David C Goeres?
Nearby financial services include Bank of the Cascades, LibertyX Bitcoin ATM, and The Exchange Network ATM, providing convenient banking and currency exchange options.