Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jonathan R Montes, CFP®
1411 Commercial Ave, Anacortes, WA
98221, United States
Hours
Reviews
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- CWCharles WenkerJun 26, 20255.0Very knowledgeable in estate tax and IRS rules. Jonathan has also been very helpful with increasing interest rate on savings.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan R Montes, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Jonathan R Montes, CFP®?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and on Fridays from 8:00 AM to 2:30 PM. It is closed on Saturdays and Sundays.
Is Edward Jones - Financial Advisor: Jonathan R Montes available on weekends?
The office is closed on Saturdays and Sundays. On Saturdays, services are available by appointment only.
How can I schedule an appointment with Jonathan R Montes at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-montes/contact/.
What financial services does Jonathan R Montes at Edward Jones offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialties does Edward Jones - Financial Advisor: Jonathan R Montes focus on?
Specialties include 401(k) plans, Roth IRA, 529 College Savings Plans, and life insurance.
Where is Edward Jones - Financial Advisor: Jonathan R Montes located?
The office is located at 1411 Commercial Ave, Anacortes, WA 98221, USA.
How can I contact Jonathan R Montes via phone or email?
You can call at +1 360-293-1963 or email jonathan.montes@edwardjones.com.
What nearby financial advisors are located close to Edward Jones - Jonathan R Montes?
Nearby financial advisors include Edward Jones - Financial Advisors Elliott H Johnson, Richard H Riddell, and Michael C Keith, which could provide additional local financial advice options.
Are there real estate agents near Edward Jones - Financial Advisor: Jonathan R Montes that clients might consider?
Yes, nearby real estate agents include Brita Stewart- Realtor, RE/MAX Gateway, Scott Farley - Broker Re/max Gateway, The Mayo Home Team, Brenda Harter - Real Estate Broker Re/Max Gateway, Nicole Haun Real Estate, Carlos Luevanos - Realtor, Laura Bird - Real Estate Broker REMAX Gateway, Dave Juhl Real Estate Broker, Anacortes Home Search Real Estate by Kristine Stultz, Debbie Benjamin - Real Estate Broker, and Tricia Jacobs RE/MAX Gateway. Clients interested in real estate can connect with these local experts.
What other local services and businesses are near Edward Jones - Financial Advisor: Jonathan R Montes that clients might find useful?
Nearby services include The UPS Store 6773 for shipping and printing, Shred Nations for secure shredding services, Lucky Chopsticks for dining, and Compass Wines for wine and liquor. These nearby businesses provide convenience to clients visiting the financial advisor.