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.
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Doug is very knowledgeable about finances and what is best to set you up for retirement. I find he not only cares about your finances, he cares about you as a person!
Frequently Asked Questions About Edward Jones - Financial Advisor: Doug Phillips
What financial services does Edward Jones - Financial Advisor: Doug Phillips offer?
Edward Jones - Financial Advisor: Doug Phillips provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
What are the regular business hours for Edward Jones - Financial Advisor: Doug Phillips?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 3:00 PM, and is closed on Sundays and Saturdays by appointment only.
How can I schedule an appointment with the financial advisor at Edward Jones?
Appointments can be scheduled through their online contact form available at https://www.edwardjones.com/us-en/financial-advisor/doug-phillips/contact/.
Where is Edward Jones - Financial Advisor: Doug Phillips located?
The office is located at 2604 South Main Rd, Lebanon, OR 97355, USA.
Is the financial advisor available on weekends?
Edward Jones - Financial Advisor: Doug Phillips is open on Saturdays by appointment only and closed on Sundays.
What languages are supported at Edward Jones - Financial Advisor: Doug Phillips?
Services are offered in English.
What nearby places can I visit after my meeting with Edward Jones - Financial Advisor: Doug Phillips?
Nearby places include Grocery Outlet for grocery shopping, LIMEberry Frozen Yogurt for desserts, and Schmizza Public House for pizza and Italian cuisine.
Are there financial services near Edward Jones - Financial Advisor: Doug Phillips if I want to compare options?
Yes, nearby financial services include Pacific Crest Home Loans and Edward Jones - Financial Advisor: Kevin Mitchell, providing additional options for financial and investment consultation.
Is there a postal service near Edward Jones - Financial Advisor: Doug Phillips for mail or shipping needs?
Yes, the United States Postal Service and US Post Office are nearby for your shipping and mailing needs.
How can I contact Edward Jones - Financial Advisor: Doug Phillips directly?
You can reach them by phone at +1 541-451-4000 or via email at doug.phillips@edwardjones.com.