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: Craig T Roth, AAMS®
1211 Mill Avenue, Bellingham, WA
98225, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Craig T Roth, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Craig T Roth offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual goals.
How can I schedule a consultation with Craig T Roth at Edward Jones?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/craig-roth/contact/ to make a reservation.
What are the main investment products available at this Edward Jones branch?
The main products include stocks and bonds, investment management services, and funds investment, supported by professional advisors.
What is the address and contact information for Edward Jones - Financial Advisor: Craig T Roth?
The office is located at 1211 Mill Avenue, Suite #203, Bellingham, WA 98225. You can call them at +1 360-671-1235 or email craig.roth@edwardjones.com.
Which languages are spoken at Edward Jones by Craig T Roth?
The services are offered in English.
Are there any mobile apps available to access Edward Jones services?
Yes, there are mobile apps available for both Android and iOS. The Android app can be found on the Google Play Store, and the iOS app on the Apple App Store.
Which nearby places can I visit for a meal or drink around Edward Jones' office?
Nearby dining options include Maikham, a Thai restaurant; Corner Taphouse, a pub and bar; The Filling Station, a bar and burger restaurant; and Swim Club, a restaurant and cocktail bar, perfect for enjoying before or after your financial consultation.
Are there any beauty or hair salons near Edward Jones - Financial Advisor: Craig T Roth?
Yes, several beauty and hair salons are nearby, including Ardor Salon, Joanna's, Samclaire Hair, The Grotto hair & skin care studio, Valentine at Vermilion, and Nine Skin and Lash Lounge, which clients might visit for a grooming session before their appointment.
What financial institutions are located near Edward Jones in Bellingham?
Nearby financial services include KeyBank and Whatcom Educational Credit Union, which customers might also find useful for their banking and credit union needs.
How does Edward Jones protect my personal and financial data?
Edward Jones is committed to protecting your data. For detailed information on their privacy policies and data protection measures, visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.