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: Matthew Simon, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Simon, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Matthew Simon offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations.
Where is Edward Jones - Financial Advisor: Matthew Simon located?
The office is located at 4150 Pacific Ave, Suite 350, Forest Grove, OR 97116, USA.
What are the office hours of Edward Jones - Financial Advisor: Matthew Simon?
The office is open Monday through Friday from 7:30 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Matthew Simon?
You can contact them by phone at +1 503-992-8439 or email matthew.simon@edwardjones.com.
Can I schedule an appointment with Edward Jones - Financial Advisor: Matthew Simon online?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-simon/contact/.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for client use.
Which nearby financial and banking services can I visit around Edward Jones in Forest Grove?
Nearby financial services include Columbia Bank and another Edward Jones office, which can be convenient for diverse banking and investment needs.
What nearby healthcare services are close to Edward Jones - Financial Advisor: Matthew Simon's office?
Nearby healthcare services include Mountain View Medical Center, Clemens Oral Surgery, and Epic Dental Arts, useful for medical and dental appointments in the area.
Are there any recreational or wellness facilities near Edward Jones in Forest Grove?
Yes, nearby facilities like THE GYM, LIFE'S TOUCH MASSAGE, and the SCORE Music Studio offer wellness, fitness, and music activities to enjoy before or after your visit.
What competitors are ranked against Edward Jones - Financial Advisor: Matthew Simon?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, who also provide investment and financial advisory services.