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: Kacie A Levy, AAMS®
204 E Main Street, Hermiston, OR
97838, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- KBKerry BarrMar 5, 20205.0Kacie is great to work with.
- RNRon NofsingerFeb 19, 20201.0I called to set an appointment to receive direction on how to invest. We, my wife and I, haver never invested before and needed guidance on how to start. The receptionist, or gatekeeper, took my information and stated Kacie was in meeting and would have her call me afterwards. One day passed, no call. On the second day I received a call from 'the gatekeeper' and was told that due to the amount we were looking at to invest they weren't interested in helping us. If they only want to work with big investors should have let us know at the beginning. Good luck if you're trusting a business which operates this way.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kacie A Levy, AAMS®
What services does Edward Jones - Financial Advisor: Kacie A Levy, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advising.
What are the business hours for Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Kacie A Levy, AAMS® located?
The office is located at 204 E Main Street, Hermiston, OR 97838, USA.
How can I contact Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
You can call them at +1 541-567-0390 or email kacie.levy@edwardjones.com.
Is there an online reservation or appointment system for Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
Yes, you can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/kacie-levy/contact/.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS, available on the Google Play Store and Apple App Store respectively.
What languages are spoken at this Edward Jones office?
They offer services in English.
Which nearby places can I visit around Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
Nearby, you can visit Patriots are Alive boutique for clothing, Alexander Daniel Jewelry Works for accessories, and Neighborhood Books & Gifts for reading and gifts.
Are there food and dining options close to Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
Yes, you can dine at Lalaguna Sportsbar, La Hacienda Mexican Restaurant, or OMG Burgers & Brew, all nearby.
What other professional services are located near Edward Jones - Financial Advisor: Kacie A Levy, AAMS®?
Nearby professional services include Bendixsen Law for legal needs, Mortgage Express LLC for mortgage brokerage, and Chris Klein- Farmers Insurance for insurance services.