Edward Jones - Financial Advisor: Tony Pechthalt, AAMS®

3.9
7 reviews

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

Hours

Reviews

3.9
7 reviews
5 stars
5
4 stars
0
3 stars
0
2 stars
0
1 star
2
  • 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.
  • JP
    Jared Plang
    Feb 14, 2019
    5.0
    Today, our car got stuck in the snow with the recent weather here in Bellingham in front of the Edward Jones, and Tony took his time to help us out of a bind. I would like to sincerely thank him for his kindness. Without skipping a beat, he set aside time of his day to help two strangers stuck in snow, and if Edward Jones was defined by his action and compassion, these are the kind of people I would trust with my finances. Thank you!

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.