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: Peter Smart, CFP®
15 SW Everett Mall Way, Everett, WA
98204, United States
Hours
Reviews
5.0
2 reviews
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- MGMartin GeaterJan 20, 20235.0Very professional, friendly, and welcoming personnel at the Everett office. Peter has great advice, listens to your needs, and is thoughtful with his ideas. Michelle is very kind & welcoming when you visit the office.
- DPDenise PouchetAug 16, 20225.0Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.
Frequently Asked Questions About Edward Jones - Financial Advisor: Peter Smart, CFP®
What services does Edward Jones - Financial Advisor: Peter Smart, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Peter Smart, CFP®?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Sundays. On Saturdays, service is by appointment only.
Where is Edward Jones - Financial Advisor: Peter Smart, CFP® located?
Their office is located at 15 SW Everett Mall Way, Ste F, Everett, WA 98204, USA.
How can I contact Peter Smart at Edward Jones?
You can reach Peter Smart by phone at +1 425-290-5399 or email at peter.smart@edwardjones.com.
Does Edward Jones - Financial Advisor: Peter Smart, CFP® provide online resources or tools?
Yes, they offer an online retirement savings calculator to help clients prepare for their future.
Can I book an appointment online with Edward Jones - Financial Advisor: Peter Smart?
Yes, appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/peter-smart/contact/.
Which languages are supported at Edward Jones - Financial Advisor: Peter Smart?
They provide services in English.
What nearby healthcare facilities can I visit before or after meeting with Edward Jones - Financial Advisor: Peter Smart?
Nearby healthcare facilities include Molina Medical Clinic - South Everett and Novel Eyes optometrist, offering convenient options for medical and vision needs.
Are there places for relaxation or wellness near Edward Jones - Financial Advisor: Peter Smart?
Yes, Massage Envy - Everett Mall and Bella Dolche Salon and Spa are nearby for massage therapy and spa services to help you relax before or after your consultation.
What nearby fitness or recreational facilities are available close to Edward Jones - Financial Advisor: Peter Smart?
You can visit HOTWORX - Everett, WA - South or Banghart's ATA Martial Arts for gym, yoga, or martial arts activities near the office.