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: Bonnie J Helvey, AAMS®
234 First Avenue Northwest, Ephrata, WA
98823, United States
Hours
Reviews
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- HOHannah OliverMar 15, 20255.0Emma Isaak was extremely helpful and knowledgeable. She took the time to walk me through options and had excellent recommendations.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bonnie J Helvey, AAMS®
What services does Edward Jones - Financial Advisor: Bonnie J Helvey provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Bonnie J Helvey located?
The office is located at 234 First Avenue Northwest, Ephrata, WA 98823, United States.
What are the office hours for Edward Jones - Financial Advisor: Bonnie J Helvey?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Bonnie J Helvey?
You can call them at +1 509-754-4370 or email bonnie.helvey@edwardjones.com.
Is there an app available for Edward Jones clients?
Yes, there are apps available for both Android and iOS devices to manage your investments and access services.
How can I schedule an appointment with Bonnie J Helvey at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/bonnie-helvey/contact/.
What language is spoken at Edward Jones - Financial Advisor: Bonnie J Helvey?
Services are offered primarily in English.
What are some nearby financial-related services around Edward Jones in Ephrata?
Nearby financial-related places include another Edward Jones office, U.S. Bank, and The Life Company insurance agency, which might be helpful for additional financial services or banking needs.
Are there any nearby places where I can grab a meal before or after meeting at Edward Jones?
Yes, nearby dining options include NS Italian Fresh Take to Go, AlChile Mexican Grill, and Uggie Boo's Private Club for casual or Mexican cuisine and a relaxing environment.
What local amenities are available near Edward Jones for community services or activities?
Nearby community amenities include the Ephrata Chamber of Commerce, Columbia Basin Foundation, Ephrata Senior Center, and Grant County government offices, which may be of interest for local events or services.