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: Lori J Black
4200 SW Mercantile Dr, Lake Oswego, OR
97035, United States
Reviews
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- SEStarr EdgeDec 28, 20235.0Lori and Nina are great. I love working with them!
- ELEpic Gamer (Logan)Aug 12, 20225.0Best financial advisor in town! Would highly recommend going to her if you need any help with your finances and investing!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lori J Black
What services does Edward Jones - Financial Advisor Lori J Black offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
How can I contact Lori J Black, the financial advisor at Edward Jones?
You can contact Lori J Black by phone at +1 503-675-0024 or via email at lori.black@edwardjones.com.
Where is Edward Jones - Financial Advisor Lori J Black located?
The office is located at 4200 SW Mercantile Dr, Suite 760, Lake Oswego, OR 97035, USA.
Is Edward Jones - Financial Advisor Lori J Black currently open?
Yes, the business is currently open and operational.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help clients prepare for retirement.
What languages are spoken at Edward Jones - Financial Advisor Lori J Black?
Services are provided in English.
How can I schedule an appointment with Lori J Black at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/lori-black/contact/.
Are there any real estate services near Edward Jones office?
Yes, there are several nearby real estate agents and services such as Coldwell Banker Bain of Lake Oswego, Jonathan Woolverton Coldwell Banker Bain, and Realty by Randi close to the Edward Jones office.
What dining options are available near Edward Jones - Financial Advisor Lori J Black?
Biscuits Cafe, a breakfast and brunch restaurant serving American cuisine, is located nearby where customers can enjoy a meal before or after their appointment.
Are there any health services close to Edward Jones office?
Dental Expressions, a dentist and medical service organization, is located nearby for customers needing dental care.