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: Patty Perez
900 Winslow Way East, Bainbridge Island, WA
98110, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Patty Perez
What services does Edward Jones - Financial Advisor Patty Perez offer?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual client needs.
Where is Edward Jones - Financial Advisor Patty Perez located?
The office is located at 900 Winslow Way East, Suite 150, Bainbridge Island, WA 98110, United States.
What are the business hours for Edward Jones - Financial Advisor Patty Perez?
The office is open Monday through Friday from 7:30 AM to 4:00 PM and closed on weekends.
How can I contact Patty Perez at Edward Jones?
You can contact Patty Perez by phone at +1 206-842-1255 or by email at patty.perez@edwardjones.com.
Is there an online option to book an appointment with Patty Perez?
Yes, appointments can be booked through the Edward Jones contact page: https://www.edwardjones.com/us-en/financial-advisor/patty-perez/contact/
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient investment management.
What languages are supported by Edward Jones - Financial Advisor Patty Perez?
Services are provided in English.
What nearby places can I visit when coming to Edward Jones - Financial Advisor Patty Perez?
Nearby places include Harbor Square, a landmark and accommodation with a liquor store; Vintage Wine Shop for wine and gifts; and Commuter Comforts, a coffee shop and smoothie bar, perfect spots to visit before or after your appointment.
Are there legal and financial services near Edward Jones on Bainbridge Island?
Yes, there are several nearby legal service providers such as Ramirez & Cooper and GSJones Law Group, as well as H&R Block offering financial services, which might complement your visit to Edward Jones.
What recreational options are available near Edward Jones - Financial Advisor Patty Perez?
Nearby you can enjoy Havill Golf and White Horse Golf Club for golfing activities, and Classic Cycle or Bike Barn Rentals for bike rentals and tours, offering leisure activities around Bainbridge Island.