Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Shawn Mangum Wealth Management
What services does Shawn Mangum Wealth Management offer?
Shawn Mangum Wealth Management offers financial advising, investment management, investment funds, and stock broker services.
Where is Shawn Mangum Wealth Management located?
It is located at 1117 Adams Avenue, La Grande, OR, 97850, USA.
What are the business hours for Shawn Mangum Wealth Management?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
What types of specialty accounts does Shawn Mangum Wealth Management provide?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plans, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I contact Shawn Mangum Wealth Management?
You can contact them by phone at +1 541-963-2608.
What languages are supported at Shawn Mangum Wealth Management?
The services are provided in English.
Where can I learn more about IRAs from Shawn Mangum Wealth Management?
You can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there other financial advisors near Shawn Mangum Wealth Management?
Yes, nearby financial advisors include Reva R Hartenstein and Briana Tanaka Greiner, CFP®|CRPC™.
What dining options are available near Shawn Mangum Wealth Management?
Nearby dining options include Joe & Sugars Cafe, GC Asian Fusion, Long Branch, Benchwarmer's Pub and Grill, and Golden Crown Restaurant.
What local amenities can I visit near Shawn Mangum Wealth Management?
You can visit places like Adams Avenue Barber Shop for grooming, Looking Glass Books or La Grande Bible & Supply for bookstores, and Peak Lifestyle Studio for fitness activities nearby.