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: Brian Herc
12100 NE 195th St, Bothell, WA
98011, United States
Hours
Reviews
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- RURob Leingang U2Jan 27, 20255.0This guy is a Michigander and a trained fiduciary financial consultant. He doesn't like high risk investments and will make sure you are setup for financial success. If you choose to go a bit on the wild side then he will advise you of the risk management issues. I highly recommend Brian Herc and feel free to contact me if you have any questions.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian Herc
What personalized investment services does Edward Jones - Financial Advisor: Brian Herc offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the business hours of Edward Jones - Financial Advisor: Brian Herc?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Brian Herc located?
The office is located at 12100 NE 195th St, Suite #180, Bothell, WA 98011, USA.
How can I contact Edward Jones - Financial Advisor: Brian Herc?
You can contact the office by phone at +1 425-578-5672 or by email at brian.herc@edwardjones.com.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms to help manage your investments conveniently.
Can I schedule a consultation with Edward Jones - Financial Advisor: Brian Herc online?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-herc/contact/.
What investment products and services are available at Edward Jones - Financial Advisor: Brian Herc?
They offer services including financial advising, investment management, stocks & bonds brokerage, and mutual funds investment.
Are there any nearby medical facilities close to Edward Jones office in Bothell?
Yes, several medical facilities are nearby including Kaiser Permanente Northshore Medical Center and Group Health Cooperative, which can be convenient for clients needing healthcare services before or after visiting the office.
What nearby insurance agencies could I visit in Bothell alongside Edward Jones?
Nearby insurance agencies include Nationwide Mutual Insurance Company, HUB International, English Insurance Group, and Barry Glenn - State Farm Insurance Agent, offering additional insurance services.
Are there any recreational or community centers near Edward Jones - Financial Advisor: Brian Herc?
Yes, nearby you can find North Creek Clubhouse golf club and Northshore YMCA, providing fitness and community activities that clients might enjoy before or after financial consultations.