Business Details
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: Brandon Wooters, CFP®|ChFC®
111 SW 5th Avenue, Portland, OR
97204, United States
Hours
Reviews
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- VRVicki ReichleinJul 22, 20205.0My husband and I love Brandon! We both feel that we can trust him implicitly with our money. He is extremely straightforward, honest, and ethical. He gives us sound advice, always based on our best interests. He and Karen respond to questions and concerns immediately, and are both extremely knowledgeable and thorough. In their office, they routinely go out of their way to expedite transactions, services, anything we need. We've had other financial advisors before, and we won't ever go back!!!
- JWJill WilliamsFeb 22, 20175.0Been with Edward Jones for 17 years and couldn't be happier that we found Brandon. He is very patient with us and the questions and concerns we have. He is both honest and reassuring as we move along the (at times) financial roller coaster. I can't say enough about the customer service by Brandon and his office. I am glad he is younger than we are so he can see us through until our retirements!
Frequently Asked Questions About Edward Jones - Financial Advisor: Brandon Wooters, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Brandon Wooters offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, ensuring tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Brandon Wooters located?
The office is located at 111 SW 5th Avenue, Suite 2650, Portland, OR 97204, USA.
What are the business hours for Edward Jones - Financial Advisor: Brandon Wooters?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Brandon Wooters?
You can call the main phone number at +1 971-374-5969 or email brandon.wooters@edwardjones.com.
Does Edward Jones - Financial Advisor: Brandon Wooters offer online appointment scheduling?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brandon-wooters/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help manage your investments.
What nearby financial services are available close to Edward Jones - Financial Advisor: Brandon Wooters?
Nearby financial services include Edward Jones - Financial Advisor: Ara Serjoie, US Bank, and Select Insurance Group, which can complement your financial planning or provide banking services.
Are there places to eat near Edward Jones - Financial Advisor: Brandon Wooters?
Yes, nearby dining options include Bambuza Vietnam Kitchen and The Original Stanford's, ideal for a meal before or after your consultation.
Is there parking available near Edward Jones - Financial Advisor: Brandon Wooters?
Yes, the U.S. Bancorp Tower nearby offers parking facilities, making it convenient to visit the financial advisor's office.
What industries are represented by businesses near Edward Jones - Financial Advisor: Brandon Wooters?
Surrounding businesses include pharmaceutical companies like Cromos Pharma, legal services such as Kivel & Howard, spa services like Jennifers Spa, and employment agencies including AppleOne Employment Services and Personnel.