Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Kelsey Klevenberg
1801 Roeder Ave, Bellingham, WA
98225, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelsey Klevenberg
What services does Edward Jones - Financial Advisor: Kelsey Klevenberg offer?
They provide Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
Where is Edward Jones - Financial Advisor: Kelsey Klevenberg located?
The office is located at 1801 Roeder Ave, Suite 156, Bellingham, WA 98225, US.
How can I schedule an appointment with Kelsey Klevenberg?
You can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/kelsey-klevenberg/contact/.
What are the office hours for Edward Jones - Financial Advisor: Kelsey Klevenberg?
The office is open regularly and is also open by appointment only on Saturdays.
What financial specialities does Kelsey Klevenberg focus on?
Specialities include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
What languages are spoken at this Edward Jones office?
English is spoken at this financial advisory office.
How can I contact Kelsey Klevenberg via email or phone?
Email at kelsey.klevenberg@edwardjones.com or call +1 360-671-0850.
Are there any nearby places of interest around Edward Jones in Bellingham?
Nearby you can visit Bellingham Marina, Marine Life Center - Port of Bellingham aquarium, and The Loft Restaurant for dining options.
What nearby financial services could complement a visit to Edward Jones?
Nearby financial services include MultiGen Wealth Services and Wells Fargo Advisors, which provide additional financial advising and investing options.
Are there convenient local amenities to visit near Edward Jones in Bellingham?
Yes, customers can also enjoy local spots such as Seabreeze Coffee House for coffee and Carl Lobe Playground for outdoor activities nearby.