Edward Jones - Financial Advisor: Shelly R Ganje

3.0
2 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: Shelly R Ganje
2905 Hewitt Ave, Everett, WA
98201, United States

Hours

Reviews

3.0
2 reviews
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  • ML
    Monica Lowe
    Aug 15, 2022
    5.0
    After realizing that a place like Fidelity was for-profit (they don't work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mother's IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and I've even gotten informational calls when there's been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we aren't huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)
  • TP
    Terry Palmer
    Jun 16, 2022
    1.0
    I would have left her with no stars if I could have if you want to lose money go to her to have your finances handled she wants you to open as many counts as she can get you to open so she can get paid from each account but yet help you lose as much as she can because you'll never get a review because she doesn't have time she's never in her office and neither is her assistant

Frequently Asked Questions About Edward Jones - Financial Advisor: Shelly R Ganje

What services does Edward Jones - Financial Advisor: Shelly R Ganje offer?

Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage through face-to-face consultations.

Where is Edward Jones - Financial Advisor: Shelly R Ganje located?

The office is located at 2905 Hewitt Ave, Everett, WA 98201, USA.