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: Joni Carlisle, CFP®|CRPS™
111 SW 5th Avenue, Portland, OR
97204, United States
Hours
Reviews
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- JKJoe KelloggJan 6, 20235.0Joni is an amazing Financial Planner. I have been so impressed with the way she has been very communicative and consistent with staying in touch with us regarding our funds, goals and retirement planning. She takes on our financial goals and does her best to guide us in getting there with care, concern and without being pushy. She and John, her Office Administrator, have always been highly professional, personable and knowledgeable. More importantly, in my opinion, they are trustworthy and genuinely nice people! THANKS JONI!
- KDKelley DossJan 1, 20235.0Joni is the absolute best advisor I could hope and dream of! Her fresh look and insights into the market have set me up for great success! I'm excited for the future and the partnership we have built! She has a forever client.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joni Carlisle, CFP®|CRPS™
What services does Edward Jones - Financial Advisor: Joni Carlisle offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
What are the office hours for Edward Jones - Financial Advisor: Joni Carlisle in Portland?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Joni Carlisle located?
The office is located at 111 SW 5th Avenue, Suite 2650, Portland, OR 97204, US.
How can I contact Edward Jones - Financial Advisor: Joni Carlisle?
You can contact them by phone at +1 503-477-8474 or by email at joni.carlisle@edwardjones.com.
Does Edward Jones - Financial Advisor: Joni Carlisle have an online presence or app?
Yes, they have a LinkedIn profile, a Facebook page, a Twitter handle (@EdwardJones), and mobile apps available on both Android and iOS.
Is it possible to schedule a consultation with Joni Carlisle online?
Yes, you can schedule a consultation online through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/joni-carlisle/contact/.
What privacy protections does Edward Jones offer?
Edward Jones is committed to protecting your data; you can find details on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
What points of interest are near Edward Jones in Portland that clients might visit?
Nearby places of interest include Hollywood's Original Shirley Temple Soda Pop café for refreshments and The Original Stanford’s restaurant for dining.
Are there convenient transit or parking options near Edward Jones - Financial Advisor: Joni Carlisle?
Yes, the U.S. Bancorp Tower nearby offers parking and is a notable landmark close to the Edward Jones office.
Can customers access other professional services near Edward Jones in Portland?
Yes, clients can find nearby professional services such as AppleOne Employment Services, Regus shared office space, and Perpetual CPA LLP for various business needs.