Edward Jones - Financial Advisor: Shawn Boyer, CFP®|CEPA®|ABFP®
4.25 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: Shawn Boyer, CFP®|CEPA®|ABFP®
10407 8th Street East, Edgewood, WA
98372, United States
Hours
Reviews
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- APApril ProctorNov 12, 20255.0Shawn is a very personable and listens and adjusts for my personal financial planning and investing. He’s been patient with me helping educate me how to adjust spending and saving habits. He takes time to guide me through the process of preparing for retirement. He is always available if any questions come up. Highly recommended.
- JDJanelle DivelbissNov 8, 20245.0Shawn has been amazing to work with. He is incredibly skilled in his profession and also very personable and great to talk to. He truly listened to all our short and long term goals and has educated us on how to financially reach those goals.
- TETeresa EdwardsAug 13, 20245.0I met Shawn a few weeks ago. I felt like he was an old acquaintance. I have had such a since of relief about my finances ever since. I was so comfortable sharing my personal details with him. I feel as though I am in very good hands. He is very professional and I trust his advice.
- KSKelly SmithMar 5, 20241.0I had a very disappointing experience with this office. I came in and met with Shawn and he was friendly and said he would follow up with me regarding a financial plan and then he ghosted me. I reached out several times and got no reply. I can only assume that I was not their target demographic financially. It can be humbling to share your finances with a stranger, and to have them refused to return your phone calls is very unprofessional in my opinion.
- PPPhanya PickNov 20, 20175.0Shawn is AMAZING! He really cares about his clients & there financial needs. Now! Talking about financial is a bit scary. He makes you feel comfortable to help to gear in the right direction in retirement plan. He is honest with you as well! I really appreciate that so much. Thank you Shawn!
Frequently Asked Questions About Edward Jones - Financial Advisor: Shawn Boyer, CFP®|CEPA®|ABFP®
What are the regular office hours for Edward Jones - Financial Advisor: Shawn Boyer?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, it is open by appointment only.
How can I schedule an appointment with Edward Jones - Financial Advisor: Shawn Boyer?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/shawn-boyer/contact/.
What financial services does Shawn Boyer at Edward Jones provide?
Services include personalized investment advice, retirement planning, education savings, tax-efficient strategies, stocks & bonds brokerage, and investment management.
Is Edward Jones - Financial Advisor: Shawn Boyer reachable by phone and email?
Yes, you can reach them by phone at +1 253-242-8933 or the alternate number +1 253-252-2648. Email contact is shawn.boyer@edwardjones.com.
Where is Edward Jones - Financial Advisor: Shawn Boyer located?
The office is located at 10407 8th Street East, Edgewood, WA 98372, United States.
Does Edward Jones - Financial Advisor: Shawn Boyer offer mobile apps for managing investments?
Yes, they offer mobile apps available on Android and iOS. You can find them at the Google Play Store and Apple App Store via their respective links.
What is a nearby financial service location to Edward Jones - Financial Advisor: Shawn Boyer that can provide additional financial advice?
Edward Jones - Financial Advisor: William Lewis is located nearby and also offers financial advising services, which may complement your financial planning needs.
Are there any nearby coffee shops where I can relax before or after my appointment at Edward Jones?
Yes, nearby coffee shops include Espresso Stop, Poverty Bay Coffee Co., and Starbucks, providing convenient spots to enjoy a coffee near the financial advisor office.
Are there convenient dining options close to Edward Jones - Financial Advisor: Shawn Boyer?
Yes, nearby restaurants include Pizza Hut, Taco Time NW, Little Caesars, and Papa Murphy's Take 'N' Bake Pizza, offering various quick dining choices.
What should I know about Edward Jones' approach to client data privacy?
Edward Jones values your privacy and uses and protects your data according to their policies detailed on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.