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: Aaron Shepherd, CFP®
12100 NE 195th St, Bothell, WA
98011, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Aaron Shepherd, CFP®
What financial services does Edward Jones - Financial Advisor: Aaron Shepherd offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations for tailored advice.
Where is Edward Jones - Financial Advisor: Aaron Shepherd located?
The office is located at 12100 NE 195th St, #180, Bothell, WA 98011, USA.
What are the office hours for Edward Jones - Financial Advisor: Aaron Shepherd?
The office is open Monday through Friday from 8:30 AM to 4:00 PM, with additional appointments available by appointment only on those days. The office is closed on Saturdays and Sundays.
How can I schedule an appointment with Aaron Shepherd?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/aaron-shepherd/contact/
Does Edward Jones - Financial Advisor: Aaron Shepherd provide multilingual services?
They provide services in English.
What is the main phone number to contact Edward Jones - Financial Advisor: Aaron Shepherd?
The main phone number is +1 425-437-2720.
Are there any nearby medical facilities close to the Edward Jones office in Bothell?
Yes, nearby medical facilities include Kaiser Permanente Northshore Medical Center, several doctors like George Lau MD and Steven P. Hockeiser MD, as well as pharmacy services at Kaiser Permanente Northshore Medical Center Pharmacy.
What nearby accommodation options are available for clients visiting Edward Jones in Bothell?
Clients can stay at the Residence Inn by Marriott Seattle Northeast/Bothell, located near the financial advisor's office.
Are there nearby insurance agencies around Edward Jones - Financial Advisor: Aaron Shepherd?
Yes, nearby insurance agencies include Nationwide Mutual Insurance Company, HUB International, Progressive Casualty, English Insurance Group, and Barry Glenn - State Farm Insurance Agent.
What competitors does Edward Jones track in their market?
Competitors tracked include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.