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
Frequently Asked Questions About Edward Jones - Financial Advisor: James D Kellett
What services does Edward Jones - Financial Advisor: James D Kellett provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: James D Kellett located?
The office is located at 2927 Colby Avenue, Suite 200, Everett, WA 98201, USA.
What are the operating hours for Edward Jones - Financial Advisor: James D Kellett?
They are open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: James D Kellett?
You can call them at +1 425-258-6434 or email james.kellett@edwardjones.com.
Can I book a consultation appointment online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/james-kellett/contact/.
Does Edward Jones provide any mobile apps for managing investments?
Yes, they have apps available for Android and iOS devices to help clients manage their investments conveniently.
What should I know about Edward Jones' privacy and data protection?
Edward Jones is committed to protecting your data; you can review their Privacy and Security policies on their website.
Which financial competitors are nearby Edward Jones - Financial Advisor: James D Kellett?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, offering similar financial advisory services in the area.
What are some nearby dining options around Edward Jones - Financial Advisor: James D Kellett?
Nearby you can find The Majestic Café, The Flying Pig, The Irishmen pub, Golden Fleece Billiards, and J and L BBQ Everett, offering a range of casual dining and bar experiences.
Are there entertainment or cultural venues near Edward Jones in Everett?
Yes, you can visit places like Everett Comedy Night, Historic Everett Theatre, Black Lab Gallery, and Zamarama Gallery for arts, comedy, theater, and exhibitions.
What nearby transit or travel services can assist customers visiting Edward Jones?
Everett Limo Service provides airport shuttle and limo transportation nearby, helping visitors reach Edward Jones conveniently.