Edward Jones - Financial Advisor: Stephanie Cumming, AWMA®

4.2
5 reviews

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: Stephanie Cumming, AWMA®
51 W Dayton St, Edmonds, WA
98020, United States

Hours

Reviews

4.2
5 reviews
5 stars
4
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • KS
    katie Smith
    Jun 10, 2024
    5.0
    My father who had a background in Finance recently passed away and Stephanie has been incredibly helpful, patient, and understanding with my Mother. I am so thankful we were able to find a someone we can trust through this difficult transition.
  • DD
    Draedoo
    Jun 5, 2024
    5.0
    I have confidently referred friends and family to Stephanie without hesitation. She has consistently gone above and beyond with guiding her clients towards financial security. The years of experience she brings and the wealth of knowledge she openly shares, combined with her thorough onboarding process is empowering for her clients. She is systematic and diligent when handling her client’s financial future, giving each client a clear picture of their finances. Stephanie is an exceptional Financial Broker, a leader in the industry and truly a trusted source for anyone looking to make the most of their financial future.
  • EO
    Establish Order
    Mar 14, 2017
    5.0
    I was dissatisfied with my rates of return at the previous company, but I transferred my accounts to Stephanie and they're doing so much better now!
  • AJ
    Anthony Jones
    Feb 1, 2017
    5.0
    Excellent help with an old 401K Rollover. Retirement goal setting and planning

Frequently Asked Questions About Edward Jones - Financial Advisor: Stephanie Cumming, AWMA®

What types of financial services does Edward Jones - Financial Advisor: Stephanie Cumming offer?

Stephanie Cumming provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies to fit individual client needs.

Where is Edward Jones - Financial Advisor: Stephanie Cumming located?

The office is located at 51 W Dayton St, #205, Edmonds, WA, 98020, USA.