Edward Jones - Financial Advisor: Cassidy Estrada, CFP®|CEPA®|AAMS®
5.01 review
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: Cassidy Estrada, CFP®|CEPA®|AAMS®
2355 NW Stewart Pkwy, Roseburg, OR
97471, United States
Hours
Reviews
5.0
1 reviews
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1
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1 star0
- CRCindy RoeNov 25, 20195.0Cassidy is very informative and very helpful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cassidy Estrada, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor Cassidy Estrada offer?
Edward Jones provides investment management, financial advising, and stock & bond brokerage services tailored to individual needs and goals.
What are the office hours for Edward Jones - Financial Advisor Cassidy Estrada?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor Cassidy Estrada located?
The office is located at 2355 NW Stewart Pkwy, Roseburg, OR 97471, United States.
How can I contact Cassidy Estrada at Edward Jones?
You can email Cassidy at cassidy.estrada@edwardjones.com or call the main phone number at +1 541-378-6531.
Does Edward Jones offer any online tools for financial planning?
Yes, they offer a retirement savings calculator accessible via their website to help clients prepare for their financial future.
How can I schedule an appointment with Cassidy Estrada at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/cassidy-estrada/contact/.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby places include The Human Bean coffee shop, Red Robin Gourmet Burgers restaurant, and Subway sandwich shop, great spots for refreshments or meals.
Are there any nearby services related to health and dental care near Edward Jones?
Yes, there are several dental offices nearby including Advantage Dental+, Willamette Dental Group, and Robert C Collins, DMD for dental and pediatric dental services.
What nearby business can assist with insurance needs around Edward Jones?
Nearby insurance agencies include American Family Insurance, Allstate Insurance Agent: Muntifering Insurance Agency, and Rusty Mentes - COUNTRY Financial representative.
What languages are supported by Cassidy Estrada at Edward Jones?
Services are provided in English.