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 M Helpenstell, CFP®
3710 168th St NE, Arlington, WA
98223, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- AZAndrene ZuanichJul 15, 20215.0Josh is very professional, friendly, trustworthy and highly educated. I enjoyed the clean and friendly atmosphere of the office.
- MMMonica MaxwellNov 21, 20195.0Josh was very helpful and knowledgeable, explaining all the different ways to setup for Retirement, grandkids collage, life insurance. I walked away feeling reassured with Edward Jones and Josh.
- CLchris luteJan 24, 20195.0great company they did a great job helping me with reviewing my financials and setting up a retirement plan
Frequently Asked Questions About Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Joshua M Helpenstell offer?
They provide retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Joshua M Helpenstell?
Open Monday to Friday from 8:30 AM to 4:30 PM (extended to 6:30 PM on Tuesday) with Friday closing at 2:30 PM. Closed on Saturdays and Sundays.
Is it possible to meet with the advisor outside normal business hours?
Yes, meetings are available by appointment on Mondays, Tuesdays, Wednesdays, Thursdays, and Fridays.
How can I book a consultation with Joshua M Helpenstell?
Consultations can be scheduled via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/joshua-helpenstell/contact/.
Which languages are supported at this Edward Jones office?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Joshua M Helpenstell by phone or email?
You can call the local phone number +1 360-435-5268 or email joshua.helpenstell@edwardjones.com.
Are there any nearby financial institutions that clients might find useful when visiting Edward Jones?
Yes, MountainCrest Credit Union is nearby for banking needs, and Evergreen Home Loans offers mortgage brokerage services close by.
What nearby healthcare and wellness options are available around the Edward Jones office?
Clients can access Assured Home Health, Cascade Rehabilitation, Summit Rehabilitation gym, and Points and Pathways Acupuncture located close by.
Are there any local dining or entertainment spots near the Edward Jones office?
Razzals Sportsbar and The Point Bar & Grill offer American food and drinks nearby, ideal for after meetings or casual outings.
What types of financial products and services does this Edward Jones location specialize in?
They specialize in financial advisory, stocks & bonds, investment management, and fund investments.