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: Michael F Connell, CIMA®
One Centerpointe Dr, Lake Oswego, OR
97035, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- MFMicah FreyJan 2, 20205.0Great customized service & I feel very comfortable with my retirement plan in Mike's hands! This is a very convenient location & the staff is great!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael F Connell, CIMA®
What services does Edward Jones - Financial Advisor: Michael F Connell, CIMA® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Michael F Connell, CIMA® located?
The office is located at One Centerpointe Dr, Ste 111, Lake Oswego, OR 97035, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Michael F Connell, CIMA®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Michael F Connell?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-connell/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Michael F Connell, CIMA®?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Michael F Connell, CIMA® by phone or email?
You can call them at +1 503-670-8262 or email michael.connell@edwardjones.com.
Does Edward Jones provide any online resources for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What financial advisors are located near Edward Jones - Financial Advisor: Michael F Connell, CIMA®?
Nearby financial advisors include Edward Jones - Financial Advisor: Patrick De La Grange, AAMS®|CRPS® and Edward Jones - Financial Advisor: Matthew A Majewski, both located in the same area.
What nearby real estate services can clients access around Edward Jones - Financial Advisor: Michael F Connell, CIMA®?
Clients can visit nearby real estate agents like Equity Advantage, Realty Net LLC, or offices such as One Centerpointe and Toll Brothers Oregon Division Office.
Are there other financial and insurance services near Edward Jones - Financial Advisor: Michael F Connell, CIMA® that clients may find useful?
Yes, nearby options include Nationwide Mutual Insurance Company and Anchor Insurance & Surety, providing insurance services that complement investment planning.