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.
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Incredibly unprofessional. I requested a meeting to discuss possibly taking them on as my CFP. I requested a write-up of their fee structure prior to meeting with Shane. They were very hesitant to produce this information, but said they would send it to me prior to my meeting. My meeting was set for 2 pm, and they did not call. I called them, and apparently, he was in "training all day". I received a call back later that day saying they were not willing to deliver their fee structure. I set aside time during my busy day for this meeting to be disrespected and forgotten about. CFPs are required to act as fiduciaries, and not being transparent with the price of their services is very questionable. I felt like I was dealing with a crooked used car salesman.
KB
K B
May 18, 2022
5.0
Shane is an amazing financial advisor. He is patient, thorough, and makes sure that you understand the ins and outs of the suggestions he makes. He also balances risk tolerance and doesn't try to push you into something that doesn't seem to fit. Can't go wrong with Shane at Edward Jones.
Update to this review 10/23. I had a request for Shane and his office administrator and they were both extremely quick to respond and went above and beyond to make sure my requests were fullfilled quickly and accurately to continue a great relationship with them.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shane J Feist
What services does Edward Jones - Financial Advisor: Shane J Feist offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Shane J Feist?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 1:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Sean J Feist at Edward Jones?
Appointments can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/shane-feist/contact/.
Where is Edward Jones - Financial Advisor: Shane J Feist located?
The office is located at 1215 A St NE, Auburn, WA 98002, United States.
What languages are spoken at Edward Jones - Financial Advisor: Shane J Feist?
The primary language spoken at this office is English.
What is the contact phone number and email for Edward Jones - Financial Advisor: Shane J Feist?
You can contact the office by phone at +1 253-833-9975 or email shane.feist@edwardjones.com.
Are there nearby places where I can shop or dine before or after my visit to Edward Jones?
Yes, nearby you can visit Seattle Manila Oriental Store and Cafe for shopping and Asian cuisine, or Olydoghouse for a fast food and hot dog dining experience.
What nearby services exist in case I need moving or storage help around Edward Jones in Auburn?
Uplift Movers LLC offers packing services near Edward Jones, which can be helpful if you are moving or need assistance with relocation.
Are there any nearby healthcare facilities near Edward Jones - Financial Advisor: Shane J Feist?
Yes, there are several nearby healthcare providers including Franciscan Heart & Vascular Associates, Cascade Eye and Skin Centers, and Franciscan Medical Clinic, all located close to the Edward Jones office.
What is the main focus of Edward Jones financial advising compared to competitors like Merrill Lynch or Schwab?
Edward Jones focuses on personalized, face-to-face financial advising tailored to individual client goals, setting them apart from competitors like Merrill Lynch and Schwab which may offer broader or more institutional services.