Edward Jones - Financial Advisor: Joshua A Bishop, ChFC®|AAMS®|CRPC™
4.33 reviews
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: Joshua A Bishop, ChFC®|AAMS®|CRPC™
1307 NE 102nd Ave, Portland, OR
97220, United States
Hours
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- GKGeorge KatsinisMar 17, 20225.0Josh has HIGH INTEGRITY. I have worked with referring very different clients to him. He has treated them all very well. One I specifically remember: Josh listened and heard the client's story & goals for investing. He educated the client on investment options and explained why he refused to work with her. He knew that her goals did not match up with Jones style of investing. He did not want to risk normal market ups and downs that could negatively impact client's short term goals for her money.. He turned down new business and $ commission to him and did WHAT'S BEST FOR THE CLIENT.
- CGChris GannApr 2, 20195.0Joshua is great! He has no problem handling little clients like me with the same enthusiasm as he does for his more, umm, resource capable clients. Anna is also an angel, always super great and remembers my name even though I may only show up once a year. Thanks guys!.
- NJNicholas JonesApr 14, 20173.0Kind service
Frequently Asked Questions About Edward Jones - Financial Advisor: Joshua A Bishop, ChFC®|AAMS®|CRPC™
What are the main services offered by Edward Jones - Financial Advisor Joshua A Bishop?
The main services include personalized financial advising, investment management, and stock and bond brokerage tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor Joshua A Bishop?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 4:00 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor Joshua A Bishop?
You can contact the advisor by phone at +1 503-262-6628 or by email at joshua.bishop@edwardjones.com.
Where is Edward Jones - Financial Advisor Joshua A Bishop located?
The location is 1307 NE 102nd Ave, Suite J, Portland, OR 97220, USA.
Is it possible to schedule a consultation with Joshua A Bishop online?
Yes, appointments can be scheduled online through the reservation page linked on their website.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a retirement savings calculator to help clients prepare for their future.
What languages does the advisor speak at Edward Jones - Joshua A Bishop’s office?
The advisor speaks English.
Which nearby dining options can I visit before or after meeting with Edward Jones?
Nearby dining options include Muchas Gracias Mexican Food, Izzy’s Pizza, Wingstop, Ichi 15 Teriyaki, Starbucks, Subway, Carl's Jr., and Leonardi's Pizza, offering a variety of cuisines for your convenience.
Are there any nearby wellness or beauty services near Edward Jones - Financial Advisor Joshua A Bishop?
Yes, nearby wellness and beauty services include Gateway Nails, Palm Beach Tan, Great Clips hair salon, and WW (Weight Watchers) for health and beauty needs.
What nearby services might be useful for shipping or mailing when visiting Edward Jones?
The nearby UPS Store 7553 and USPS post office provide printing, packing, shipping, and mailing services convenient for clients and visitors.