Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™
3312 Rosedale St, Gig Harbor, WA
98335, United States
Reviews
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- RBRena BarkerOct 19, 20255.0I met Patrick Smith at the Chamber’s networking group, where he was serving as Chair. From the very beginning, he was welcoming, kind, and made it easy to feel part of the group. When I reached out to him before officially joining, he took the time to introduce me and help me get connected. As a Financial Advisor, Patrick brings that same warmth and professionalism to his work. He listens carefully, explains financial strategies clearly, and helps create practical, long-term, and tax-efficient plans that make sense. His CRPC expertise and genuine care truly stand out. I highly recommend Patrick to anyone looking for a trusted advisor who leads with both knowledge and heart.
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™ offer?
Patrick M Smith provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Patrick M Smith located?
The office is located at 3312 Rosedale St, Suite 202, Gig Harbor, WA 98335, USA.
How can I schedule an appointment with Patrick M Smith at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-smith/contact/.
What are the office hours for Edward Jones - Financial Advisor: Patrick M Smith?
The office is open with additional hours by appointment only on Saturdays.
What specialties does Patrick M Smith focus on at Edward Jones?
He specializes in 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Which nearby financial advising firms are located close to Patrick M Smith's Edward Jones office?
Konvergent Wealth Partners and Conestoga Wealth Partners are nearby financial advising firms you may consider.
Are there any nearby places for relaxation or wellness near Edward Jones in Gig Harbor?
Yes, Valarie's Gig Harbor Massage and Maitri Movement yoga studio offer relaxation and wellness services nearby.
Where can clients grab a coffee or eat near Edward Jones' Gig Harbor location?
Java & Clay Cafe and A Small Specialty, LLC are nearby options for coffee and dining.
What is the primary language spoken by Patrick M Smith at Edward Jones?
English is the primary language spoken at this Edward Jones office.
How can I contact Patrick M Smith at Edward Jones?
You can contact Patrick via phone at +1 253-313-1626 or email at patrick.smith@edwardjones.com.