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: Jeremy D Shepherd
107 East Historic Columbia, Troutdale, OR
97060, United States
Hours
Reviews
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- MBmike bartlettJul 25, 20255.0Jeremy and Sarah are a great team. We have recommended them to all our family and friends. Whether you have a lot to invest or a little, rolling over an account from somewhere else.... they will be there for you.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy D Shepherd
What services does Edward Jones - Financial Advisor: Jeremy D Shepherd offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jeremy D Shepherd located?
The office is located at 107 East Historic Columbia, River Hwy #100, Troutdale, OR 97060, USA.
What are the business hours for Edward Jones - Financial Advisor: Jeremy D Shepherd?
Open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 3:00 PM. Closed on Saturdays and Sundays.
How can I contact Jeremy D Shepherd at Edward Jones?
You can call at +1 503-669-2427 or email jeremy.shepherd@edwardjones.com.
Is it possible to book a consultation online with Jeremy D Shepherd?
Yes, appointments can be scheduled via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jeremy-shepherd/contact/.
Does Edward Jones offer any resources to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken at the Edward Jones office in Troutdale?
English is spoken at this office.
Are there coffee shops near Edward Jones to visit before or after my appointment?
Yes, Alex and Associates - EspressoBusiness.com is a nearby coffee shop where you could enjoy a beverage before or after your visit.
What dining options are available near Edward Jones - Financial Advisor: Jeremy D Shepherd?
You can find several nearby restaurants including Troutini, a French and American restaurant, and Siam Sushi, which offers Japanese and Thai cuisine.
Are there other financial services close to Edward Jones in Troutdale?
Yes, nearby financial services include Edward Jones - Financial Advisor: Jeff Perry and Stickel Insurance Group LLC.