Edward Jones - Financial Advisor: Werner James, CFP®|ChFC®|AAMS®
3.04 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: Werner James, CFP®|ChFC®|AAMS®
180 E Main St, Hillsboro, OR
97123, United States
Hours
Reviews
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- JJJeff31Apr 20, 20231.0Don't do business at this place. Try to ask them a question about investing and they wouldn't even let me in the door. Trying to move my 401k to a different investment. Is bad service gets One star.
- MLMarcia LoneyNov 22, 20225.0Werner has been our financial advisor for years and my husband and I couldn't be more satisfied. He is knowledgeable, always takes time to answer our questions, and is just an all around nice guy. We are not just "a client" to him. He sincerely cares about our financial future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Werner James, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Werner James provide?
Edward Jones - Financial Advisor: Werner James offers personalized investment services including retirement planning, education savings, stocks & bonds brokerage, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Werner James located?
The office is located at 180 E Main St, Suite 101, Hillsboro, OR 97123, USA.
What are the office hours for Edward Jones - Financial Advisor: Werner James?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 2:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Werner James?
You can call them at +1 503-648-4375 or email werner.james@edwardjones.com for inquiries or to schedule an appointment.
Is there an online option to book an appointment with Werner James?
Yes, appointments can be scheduled online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/werner-james/contact/
What languages are supported at Edward Jones - Financial Advisor: Werner James?
Services are offered in English.
What financial products does Werner James specialize in?
Werner James specializes in stocks & bonds, investment management, and advisory services to help clients manage their investments.
Which nearby restaurants can I visit before or after my meeting at Edward Jones - Financial Advisor: Werner James?
Nearby dining options include Aybla Grill (Mediterranean), Top Burmese Ambassador (Burmese/Asian), Virundhu South Indian Cuisine (Indian), The High Ground (Cocktail bar/restaurant), and Restaurant AMA.
Are there any nearby financial institutions near Edward Jones - Financial Advisor: Werner James that clients may find useful?
Yes, U.S. Bancorp Investments and US Bank are nearby financial services which clients can access for banking needs.
What local events or markets are near Edward Jones - Financial Advisor: Werner James for clients to explore?
Clients might enjoy visiting the Hillsboro Farmers' Market or the Hillsboro Tuesday Night Market nearby for fresh produce and local goods.