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: Luke S Mize, CFP®
325 E George Hopper Rd, Burlington, WA
98233, United States
Hours
Reviews
5.0
1 reviews
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- GHGary HelmMar 29, 20225.0Edward Jones are always professional and helpful. They have been our financial advisor for many years.
Frequently Asked Questions About Edward Jones - Financial Advisor: Luke S Mize, CFP®
What services does Edward Jones - Financial Advisor: Luke S Mize offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Luke S Mize?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays. On Saturdays, services are available by appointment only.
Where is Edward Jones - Financial Advisor: Luke S Mize located?
The office is located at 325 E George Hopper Rd, Suite 202, Burlington, WA 98233, USA.
How can I contact Edward Jones - Financial Advisor: Luke S Mize?
You can call them at +1 360-404-2088 or email at luke.mize@edwardjones.com.
Can I book an appointment with Edward Jones - Financial Advisor: Luke S Mize online?
Yes, appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/luke-mize/contact/.
Does Edward Jones provide a retirement savings calculator?
Yes, you can try their retirement savings calculator to plan your retirement readiness at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby financial institutions could I visit along with Edward Jones?
Nearby financial institutions include Bank of the Pacific, Matt Ray - Heritage Bank, AgWest Farm Credit, and Nationwide Insurance agencies such as Whims Insurance and Financial Services Inc.
Are there any nearby healthcare or medical services close to Edward Jones?
Yes, nearby healthcare providers include Mount Baker Pain Clinic, Vitreoretinal Associates eye care clinic, Hilde Family Dentistry, Skagit Dental Design, and Pericowest Periodontics and Dental Implants.
What nearby amenities are available for someone visiting Edward Jones office?
Visitors can find nearby amenities such as Bella Soul Spa for relaxation, Comfort Suites Burlington near I-5 for accommodation, and various real estate services including Keller Williams Realty and Ellingson Home Group.
What languages does Edward Jones - Financial Advisor: Luke S Mize offer services in?
Services are provided in English.