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: Mario E Montiel, AAMS®
5605 Inland Shores Way North, Keizer, OR
97303, United States
Hours
Reviews
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- NANaomi ArenaMar 6, 20255.0Mario is the best! When I have questions, he is sure to make time to respond and knows how to explain the answers to me if I don’t understand something. I am confident about my financial future because of how I have been treated and because of his knowledge. It is very clear he loves his job, as it shows! I highly recommend Mario to anyone looking for an amazing Financial Advisor.
- JJJoseph JohnsonFeb 26, 20255.0Cannot speak highly enough about Mario Monteil’s services. He has aided myself and family members with financial planning and building investment portfolios over the last 15 years.
- SLSammie LeaMay 5, 20235.0He keeps an eye on your accounts and does everything to make you money. He’s a very nice and compassionate person.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mario E Montiel, AAMS®
What services does Edward Jones - Financial Advisor: Mario E Montiel offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the business hours for Edward Jones - Financial Advisor: Mario E Montiel?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 1:00 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Mario E Montiel located?
At 5605 Inland Shores Way North, Suite 104, Keizer, OR 97303, USA.
How can I contact Edward Jones - Financial Advisor: Mario E Montiel?
You can call +1 503-393-8166 or email mario.montiel@edwardjones.com.
Is it possible to schedule an appointment with this Edward Jones advisor online?
Yes, appointments can be made through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/mario-montiel/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby financial institutions can I visit along with Edward Jones?
Nearby institutions include Movement Mortgage - Jenni Worley, Karla Winans mortgage broker, and Chase Bank, offering mortgage and banking services.
Are there nearby legal services where I can get advice after visiting Edward Jones?
Yes, Lakepoint Law Firm and Walsh & Associates provide personal injury and general legal services nearby.
What medical facilities are close to Edward Jones for wellness or health consultations?
Legacy Medical Group locations, Randall Children's Pediatric Care, Keizer Health Center, and Hope Orthopedics are nearby for various health needs.
What other amenities or shops can customers visit near Edward Jones?
Customers can visit Keizer Station - GameStop for entertainment, 7-Eleven for convenience items, and Yuan Massage for wellness and relaxation nearby.