Edward Jones - Financial Advisor: Lee M Van Pelt, CFP®|AAMS®|CRPS™
5.02 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lee M Van Pelt, CFP®|AAMS®|CRPS™
2195 Broadway Ave, North Bend, OR
97459, United States
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- TMTimothy MorganAug 29, 20255.0Highly recommend talking with Lee, especially if you are from Coos County or Coos Bay area, he is one of the most straightforward, efficient and effective Financial Planners that cares and builds a relationships in order to best serve clients ...so they can reach their goals. It's so comforting to have someone in your corner protecting and pursuing financial success.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lee M Van Pelt, CFP®|AAMS®|CRPS™
Who is the financial advisor at this Edward Jones location in North Bend, OR?
The financial advisor at this Edward Jones location is Lee M Van Pelt, CFP®|AAMS®|CRPS™.
What types of financial services does Edward Jones - Financial Advisor Lee M Van Pelt provide?
They offer financial advising, investment management, investment funds, and stock broker services.
Can Edward Jones help me prepare for retirement or save for education?
Yes, Edward Jones offers help preparing for retirement and saving for education, including specialized plans like 401(k), Roth IRA, and 529 College Savings Plans.
How can I schedule an appointment with Lee M Van Pelt at Edward Jones?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lee-vanpelt/contact/.
What is the contact phone number and email for Edward Jones - Financial Advisor Lee M Van Pelt?
You can reach them by phone at +1 541-756-0854 or by email at lee.vanpelt@edwardjones.com.
Is there a mobile app to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What language is primarily spoken at this Edward Jones financial advisor office?
The primary language spoken at this office is English.
What are some nearby businesses or services that visitors to Edward Jones in North Bend might find useful?
Nearby places of interest include Bay Area Copier Company for business services, North Bend Barber Shop for grooming, and Advantage Dental+ for dental care.
Where can I find local banking services near Edward Jones at 2195 Broadway Ave, North Bend?
Within close proximity, there are banking services such as Umpqua Bank and Columbia Bank to assist with banking needs.
What recreational or community spots are near Edward Jones in North Bend?
Nearby community and recreational locations include the North Bend Community Center and Home of the NB Bulldogs / Clyde Allen Baseball Park, which you might enjoy before or after your appointment.