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.
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Edward Jones - Financial Advisor: Chris Dolan, CFP®
Chris is always able to take the time to listen and help evaluate our finances. He goes out of his way to think of ways to get us set up for retirement.
NC
Natalie Carlson
Jan 10, 2024
5.0
Chris is very personable and professional. He has helped me with my investments and made the process uncomplicated. He listens to me and I believe he has guided me wisely.
TM
Topaz Maskian
Jan 8, 2024
1.0
Sigh* I hate giving bad reviews , but really I dont even know what this guys problem is... I spoke with his team member on Friday and she was very helpful and kind stating: "Let me talk to ____ about this. One of us will give you a call back on Monday and if we cant help you we will find someone who can." Monday (right before lunch time) this person calls me back and his voice was annoyed and unmistakabley dismissive.
He would ask me a question and then without letting me complete my response he would interrupt me with negative little comments like " yea if you can sell them"
"Yea no it doesnt work that way"
" problem is companies make the rules"
"They'll just devalue it and say it only made____ "
"yea i dont have anyone to refer you to"
"Well it should have done well last year look at the market, stupid" (okay he didn't say stupid lol but he might as well have!)
And then he just referred me back to the same company he vilified saying "They will try to rip you off because thats what companies do and they will offer way less than they are worth,"
Finally after he interrupted me AGAIN I laughingly said
"Wow do you have anything positive to say?, I mean your so negative"
His response was this:
"I'm just realistic, okay?" and I could only think, wow that was a waste of my time, never considering how much money I could have invested with Edward Jones.
So I asked him if hes ever referred clients to Sharespost or Forge (Private or pre ipo brokers) he said "Nope, never heard of them"
I'm just blown away, I mean I heard about them from Forbes, they find buyers for smaller companies who havent went public with stock options. This would have been a good referral and a teachable moment for the guy who doesnt know of any brokers to refer the little people to....Just saying..
Really though It only takes a kind word, a little encouragement, or one decent referral to make a persons day...
Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Dolan, CFP®
What personalized financial services does Edward Jones - Financial Advisor: Chris Dolan offer?
Edward Jones - Financial Advisor: Chris Dolan provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Chris Dolan?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I contact Chris Dolan at Edward Jones?
You can reach Chris Dolan by phone at +1 253-461-1081 or +1 253-835-0055, or by email at chris.dolan@edwardjones.com.
Where is Edward Jones - Financial Advisor: Chris Dolan located?
The office is located at 32008 32nd Ave S, Suite A, Federal Way, WA 98001, USA.
Does Edward Jones - Financial Advisor: Chris Dolan provide online resources or apps?
Yes, they offer mobile apps available on Android and iOS platforms, and a retirement savings calculator on their website to assist with financial planning.
How can I schedule a consultation with Chris Dolan?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/chris-dolan/contact/.
What types of investment products are available through Chris Dolan at Edward Jones?
Investment products include stocks, bonds, mutual funds, and personalized investment management services.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Chris Dolan?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Erik Scott and Merrill Lynch Wealth Management, providing additional options for financial services.
What community services and organizations are near Edward Jones - Financial Advisor: Chris Dolan?
Nearby community organizations include the Federal Way Veteran Center and Living Waters Apostolic Center, which clients might visit before or after their consultations.
Are there any healthcare providers near Edward Jones - Financial Advisor: Chris Dolan?
Yes, nearby healthcare providers include Sound Vascular & Vein and Europe Eye Clinic, where clients can attend medical appointments in conjunction with financial visits.