Edward Jones - Financial Advisor: Kacie A Levy, AAMS®

3.0
2 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: 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 stars
0
3 stars
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1 star
1
  • KB
    Kerry Barr
    Mar 5, 2020
    5.0
    Kacie is great to work with.
  • RN
    Ron Nofsinger
    Feb 19, 2020
    1.0
    I 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.