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Edward Jones - Financial Advisor: Brian Peterson, AAMS®|CRPC™|AWMA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian Peterson, AAMS®|CRPC™|AWMA®
What services does Edward Jones - Financial Advisor: Brian Peterson offer?
Brian Peterson offers financial advising, investment management, stock brokerage, and services related to investment funds.
Where is Edward Jones - Financial Advisor: Brian Peterson located?
The office is located at 29030 SW Town Ctr Lp E, Suite 208, Wilsonville, OR 97070, USA.
What are the business hours for Edward Jones - Financial Advisor: Brian Peterson?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Brian Peterson?
You can schedule an appointment via the online reservation link at https://www.edwardjones.com/us-en/financial-advisor/brian-peterson/contact/ or contact directly by phone at +1 503-682-0772.
Does Brian Peterson provide guidance for retirement and education savings?
Yes, Edward Jones with Brian Peterson supports retirement planning, education savings, and insurance needs.
What specialized financial products does Brian Peterson offer?
He specializes in 401(k) rollovers, Roth IRAs, Traditional IRAs, SEP IRAs, 529 College Savings Plans, and Life Insurance.
Are there nearby restaurants where I can dine before or after my visit?
Yes, nearby dining options include Zaiqa - Wilsonville (Indian/Pakistani cuisine), San Blas (Mexican restaurant and bar), and Rice Time Oriental Grill (Asian restaurant).
What nearby services can help with property management in Wilsonville?
Nearby property management services include Paramount Residential Property Management and Red Bridge Property Management, convenient if you have real estate needs in the area.
Are there nearby locations where I can handle shipping or printing needs close to Edward Jones?
Yes, The UPS Store and UPS Access Point locations near the office can assist with shipping, courier, and printing services.
How can I contact Brian Peterson via email for inquiries?
You can reach Brian Peterson by email at brian.peterson@edwardjones.com for any questions or to request information.