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: Erik C Nelson, AAMS®
115 South Emerson St, Chelan, WA
98816, United States
Reviews
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- KNKris NeffJul 24, 20235.0We're in excellent hands with Eric!
- JCJoe ChicoineApr 18, 20195.0Eric is enjoyable to deal with. He is a concerned and caring individual. Highly recommended.
Frequently Asked Questions About Edward Jones - Financial Advisor: Erik C Nelson, AAMS®
What services does Edward Jones offer at the Chelan location?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising at the Chelan location.
How can I contact Edward Jones - Financial Advisor: Erik C Nelson?
You can contact Edward Jones by phone at +1 509-682-9094 or email erik.nelson@edwardjones.com for appointment scheduling or inquiries.
Where is Edward Jones located in Chelan?
Edward Jones is located at 115 South Emerson St, Suite D, Chelan, WA 98816, United States.
Does Edward Jones offer an online app for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to manage investments on the go.
Can I book a consultation with Edward Jones online?
Yes, you can schedule a consultation with Edward Jones via their online reservation system at https://www.edwardjones.com/us-en/financial-advisor/erik-nelson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Erik C Nelson?
English is the primary language spoken at this Edward Jones office location.
Is there a helpful tool for retirement planning from Edward Jones?
Yes, Edward Jones provides an online Retirement Savings Calculator to help assess your readiness for retirement.
What nearby dining options can I explore before or after visiting Edward Jones?
Nearby dining options include Andante (Italian restaurant), Local Myth Pizza (pizza and Italian restaurant), and Chelan Teriyaki Bistro (Japanese, Thai, and sushi).
Are there wellness or spa services close to Edward Jones in Chelan?
Yes, nearby wellness and spa services include Lake Chelan Head Spa and Massage, HEAL Wellness Studio - Massage Therapy, and HEAL Massage and Wellness Studio.
Which nearby places can help with transportation or local tours when visiting Edward Jones?
Lake Chelan Licensing offers transportation and community services nearby, and Chelan Electric Bike Guided Tours provides bike rentals and guided tours for local exploration.