Edward Jones - Financial Advisor: Joel M Brydon, CFP®

5.0
5 reviews
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Business Details

2909 E Portland Rd, Newberg, OR
97132, United States
(503) 538-1162
https://www.edwardjones.com/us-en/financial-advisor/joel-brydon
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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: Joel M Brydon, CFP®
2909 E Portland Rd, Newberg, OR
97132, United States

Hours

Reviews

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  • MB
    madison bechtold
    Sep 21, 2023
    5.0
    Incredible financial advisor! He seamlessly transitioned us from our old advisor. He responds quickly, and has made us a lot of money and taught us a lot about investing!
  • AB
    Alexandra Brydon
    Aug 19, 2020
    5.0
    I have met with a lot of advisors and Joel has been the most helpful by far. With Joel it isn't just about the investments, it's about the relationship. He takes the time to get to know you, your needs, and helps you create a path to get to your goals. He has a long term approach to investing and takes the time to explain and educate his clients on everything from ways to save on taxes to the fundamentals of investing. If you are new to investing, close to retirement, or just wanting a fresh look at your retirement plan Joel is your guy.
  • AR
    Austin Roberson
    Aug 5, 2020
    5.0
    I was in search of somebody to help me setup some savings to buy a house in the future as well as some retirement savings. I wish I would've started working with him years ago! Coming in knowing nothing about investing or investment accounts, Joel explains things clearly and breaks it down for me to understand. He is very knowledgeable and is great at what he does. I'm confident we will be working together for years to come.
  • ZW
    Zachary Withrow
    Aug 5, 2020
    5.0
    I came to Joel fresh out of college looking to start a retirement plan. I had virtually no knowledge on the subject, Joel walked me through the whole process and made it extremely easy and pain-free. Can't recommend him enough.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Joel M Brydon, CFP®

What personalized investment services does Edward Jones - Financial Advisor: Joel M Brydon offer?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Joel M Brydon located?

The office is located at 2909 E Portland Rd, Newberg, OR 97132, USA.