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: Traci M Nelson, CFP®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Traci M Nelson, CFP®|CRPC™
What personalized investment services does Edward Jones - Financial Advisor: Traci M Nelson provide?
They offer retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Traci M Nelson?
The office is open Monday to Thursday from 7:30 AM to 4:00 PM and Friday from 7:30 AM to 1:00 PM, closed on weekends.
How can I contact Edward Jones - Financial Advisor: Traci M Nelson?
You can call them at +1 253-896-9359 or email traci.nelson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Traci M Nelson located?
Their office is at 6040 20th Street E, Suite A, Fife, WA 98424, USA.
Does Edward Jones - Financial Advisor: Traci M Nelson have an app for mobile devices?
Yes, they offer both an Android app and an iOS app for convenient access to financial services.
How can I schedule a consultation with Traci M Nelson at Edward Jones?
You can book a consultation online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/traci-nelson/contact/.
What nearby medical services are close to Edward Jones - Financial Advisor: Traci M Nelson office?
Nearby medical services include FME Family Dental, Fife Dental Center, and Associated Chiropractors, which may be useful if you want to visit a health provider before or after your financial meeting.
Are there any nearby childcare or education centers near the Edward Jones office?
Yes, nearby options include Around The Clock Child Care Center Fife, Munchkinland II Schoolage Center, Fife Public Schools, Fife Elementary School, and Fife High School, which might be convenient for clients with families.
Which nearby locations could help me if I need automotive services while visiting Edward Jones?
Hinshaw's Acura and Tahoma Car Wash are nearby for car dealership, repair, and cleaning services, helpful if you are traveling by car or need service nearby.
What are competitor firms to Edward Jones - Financial Advisor: Traci M Nelson?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.