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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Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew S Asay
What investment services does Edward Jones - Financial Advisor: Matthew S Asay offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Matthew S Asay located?
The office is located at 6751 SE Thiessen Road, Suite D, Milwaukie, OR 97267, United States.
What are the office hours for Edward Jones - Financial Advisor: Matthew S Asay?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Matthew S Asay?
You can call at +1 503-653-7657 or email matthew.asay@edwardjones.com for inquiries or appointments.
Is there an online way to schedule an appointment with Matthew S Asay?
Yes, you can make a reservation online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-asay/contact/.
Does Edward Jones offer any tools to help with 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 to help clients prepare for their future.
Which nearby financial services offices could I visit around Edward Jones - Financial Advisor: Matthew S Asay?
Nearby financial services include Edward Jones offices of Jon Hermelbracht, CFP®, Hailey Percival, and other financial advisors like Merrill Lynch and Wells Fargo Advisors.
Are there convenient places nearby for a quick coffee before or after a meeting?
Yes, Mocha Express and Starbucks are nearby coffee shops where you can enjoy a beverage either before or after your appointment.
What nearby amenities can help with errands when visiting Edward Jones?
Close by you'll find convenience stores like 7-Eleven, grocery at Safeway, and services like U.S. Bank and Western Union for banking and money transfers.
How can nearby automotive services benefit me during a visit to Edward Jones?
If you need automotive care while visiting, nearby stations like Shell, 76, Valvoline Instant Oil Change, and Oil Can Henry's offer convenient options for fuel, repairs, or oil changes.