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: John T Okan, CFP®|CEPA®
1251 Lincoln St, Bellingham, WA
98229, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: John T Okan, CFP®|CEPA®
What financial services does Edward Jones - Financial Advisor: John T Okan offer?
Edward Jones offers personalized financial advisory services including retirement planning, education savings, tax-efficient investment strategies, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: John T Okan located?
The office is located at 1251 Lincoln St, Ste 101, Bellingham, WA 98229, USA.
What are the office hours for Edward Jones - Financial Advisor: John T Okan?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: John T Okan?
You can contact them by phone at +1 360-527-1414 or via email at john.okan@edwardjones.com.
Does Edward Jones - Financial Advisor: John T Okan offer online tools for retirement planning?
Yes, they provide a retirement savings calculator available at their website to help clients prepare for their financial futures.
Can I book a consultation with John T Okan online?
Yes, appointments can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/john-okan/contact/.
Are there other financial advisors near Edward Jones - Financial Advisor: John T Okan?
Yes, the Edward Jones - Financial Advisor: Tye K Acton is nearby, offering additional financial advising services in the area.
What dining options are near Edward Jones - Financial Advisor: John T Okan?
Nearby restaurants include Pizza Hut, Poppes 360, Chinuk Restaurant, SNOWFOX, B-Town Kitchen & Raw Bar, Oboe Cafe, and Chois Teriyaki, offering a variety of cuisines for visitors before or after their appointments.
Are there convenient spots nearby for grabbing coffee or a quick snack before visiting Edward Jones?
Yes, there are two Starbucks locations close by, providing coffee and snacks to enjoy before or after your visit.
What other services are available near Edward Jones - Financial Advisor: John T Okan that might be useful for clients?
Nearby services include Western Union for money transfers, Chase for banking services, and KeyMe Locksmiths for locksmith needs, which can be convenient for clients managing their financial affairs in one trip.