Edward Jones - Financial Advisor: Matt Shannon, CFP®|RICP®|AAMS®
3.02 reviews
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: Matt Shannon, CFP®|RICP®|AAMS®
10128 Main Street, Bothell, WA
98011, United States
Hours
Reviews
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- JDJennifer DelosangelesNov 7, 20245.0We have been using Matt for years. Him and the staff are fantastic.
- MOMichael OwsiakFeb 9, 20241.0My experience is as follows. First, the investment planning software seemed very one dimensional in its output. I’m not convinced the software actually takes into account my risk tolerance when coming up with an investment plan. Second, I’m generally skeptical of being told to ‘put all my money in the market’. Third, when I found out that the branch opened a $0 account in my name, I requested the account to be closed but the branch failed to close the account until I engaged the corporate office and filed a verbal complaint. Lastly, I was told certain capabilities (e.g., estate planner) were onsite but when I visited, I was told that I’d have to be referred out. they didn’t get my business.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Shannon, CFP®|RICP®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Matt Shannon?
The office offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
Where is Edward Jones - Financial Advisor: Matt Shannon located?
It is located at 10128 Main Street, Bothell, WA 98011, USA.
What are the business hours for Edward Jones - Financial Advisor: Matt Shannon?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on weekends.
How can I contact Matt Shannon for financial advice?
You can reach Matt Shannon by phone at +1 425-481-4682 or by email at matt.shannon@edwardjones.com.
Is it possible to book a consultation online with Edward Jones - Financial Advisor: Matt Shannon?
Yes, you can book a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-shannon/contact/.
Does Edward Jones provide any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken at Edward Jones - Financial Advisor: Matt Shannon?
Services are provided in English.
Which nearby places should I visit after my appointment at Edward Jones?
You can explore local shops and entertainment such as The Neverending Bookshop, Tandem Dinner & Wine Bar, or the Bothell Jewelers & Collectibles nearby for dining, shopping, and gifts.
Are there any nearby fitness or wellness centers around Edward Jones in Bothell?
Yes, nearby wellness options include Zen Heart Center, F45 Training Bothell gym, Harmony Massage, and Seattle Sports & Therapeutic Massage for fitness and relaxation.
Where can I find nearby dining options when visiting Edward Jones - Financial Advisor: Matt Shannon?
Nearby dining options include Hana Sushi for Japanese cuisine, Kro Bar for tapas and drinks, and The Bine Beer & Food for American gastropub fare.