Edward Jones - Financial Advisor: Tony Pechthalt, AAMS®

3.9
7 reviews

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: Tony Pechthalt, AAMS®
2417 Meridian St, Bellingham, WA
98225, United States

Hours

Reviews

3.9
7 reviews
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  • GB
    Gabrielle Balolia
    Nov 25, 2019
    5.0
    Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!
  • JA
    Jeff Anderson
    Aug 26, 2019
    1.0
    On behalf of our aunt I'm posting this. Her husband invested quite A bit with Tony. His office was notified of his death in March. She never received a card or call from Tony's office. She asked to remove funds to buy a home. Tony told her no. After 4 months and thousands with a lawyer. He no longer has any of her money. After 15 years of investing with him, our aunt was treated very poorly by Tony, his staff and Edward Jones trust. Shame on Tony for treating her so bad. Oh. They never properly transfered uncle's IRA to her, his benifeficery at time of death. Beware.

Frequently Asked Questions About Edward Jones - Financial Advisor: Tony Pechthalt, AAMS®

What services does Edward Jones - Financial Advisor: Tony Pechthalt provide?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Tony Pechthalt?

The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.