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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Edward Jones - Financial Advisor: Helen K Bennett, CFP®
Helen Bennett helps navigate the murky waters of retirement planning and investing. It's a great comfort to have some one I can trust especially in these challenging times.
EG
Ernie G
Aug 18, 2020
5.0
Helen is awesome. Checks in on a regular and, always makes time for the team and me.
Frequently Asked Questions About Edward Jones - Financial Advisor: Helen K Bennett, CFP®
What are the main services offered by Edward Jones - Financial Advisor: Helen K Bennett, CFP®?
The main services include personalized investment advice, retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Helen K Bennett located?
The office is located at 134 N 19th St, Suite A, Philomath, OR 97370, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Helen K Bennett?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 3:00 PM, and is closed on Saturdays and Sundays.
Can I schedule an appointment on Saturdays at this Edward Jones office?
Yes, appointments are available by appointment only on Saturdays.
How can I contact Helen K Bennett at Edward Jones?
You can contact Helen Bennett via phone at +1 541-929-9275 or email at helen.bennett@edwardjones.com.
Does Edward Jones - Financial Advisor Helen Bennett offer any online tools for retirement planning?
Yes, they provide a retirement savings calculator available online to help clients prepare for their future.
Are there any convenient places to eat near Edward Jones - Financial Advisor: Helen K Bennett's office?
Yes, nearby dining options include Dairy Queen, El Cruzero Mexican Restaurant, Subway sandwich shop, and The Human Bean cafe.
Where can I get gas or automotive services near Edward Jones in Philomath?
Nearby automotive and gas services include LFG Auto Care LLC, K.O. Automotive Repair, Philomath Towne Pump, and Mobil gas station.
Is there a place nearby where I can get other financial or mailing services?
Yes, Blue Collar Accounting LLC offers accounting and financial services nearby, and there are UPS Access Point locations for courier and shipping services.
What nearby amenities might be useful when visiting Edward Jones in Philomath?
Nearby amenities include hardware stores like Marys Peak True Value and True Value, lodging options such as Galaxie Motel, and a liquor store & pharmacy named Philomath Liquor Store.