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: Greg Robertson, CFP®|AAMS®
109 SW 1st Street, Battle Ground, WA
98604, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Greg Robertson, CFP®|AAMS®
What personalized investment services does Edward Jones provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Greg Robertson located?
Edward Jones is located at 109 SW 1st Street, Suite 160, Battle Ground, WA 98604, US.
How can I contact Greg Robertson, the financial advisor at Edward Jones?
You can contact Greg Robertson via email at greg.robertson@edwardjones.com or by phone at +1 360-687-0180.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to manage investments conveniently.
How can I schedule a consultation with the financial advisor Greg Robertson?
You can book a consultation through the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/greg-robertson/contact/.
What financial services does Edward Jones specialize in?
Edward Jones specializes in services such as stocks and bonds brokerage, investment management, and personalized financial advising.
Are there any banks near Edward Jones office that customers can use?
Yes, Chase Bank is nearby, offering banking, credit union services, and ATMs, which is convenient for Edward Jones clients handling financial transactions.
What local dining options are available near Edward Jones in Battle Ground?
Nearby dining includes Burgerville, a fast-food burger restaurant, and El Rancho Viejo, which serves Mexican and Latin American cuisine, great for clients who want to grab a meal before or after their appointment.
What nearby government or public offices can help customers visiting Edward Jones?
Battle Ground City Hall and the City of Battle Ground government offices are close by, providing local governmental services that might be useful for clients with public documentation needs.
Are there any nearby professional services that complement Edward Jones financial advising?
Yes, nearby professional services include mortgage brokers like Phil Carlson and Mark Little, real estate agents like Chad Smith and Rickey Dallum, and accountants such as Massie & Company and Seth Roberth CPA, which can support comprehensive financial planning.