Edward Jones - Financial Advisor: Keanan Jacobson, CFP®|ChFC®|AAMS®
5.01 review
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: Keanan Jacobson, CFP®|ChFC®|AAMS®
13520 100th Avenue NE, Kirkland, WA
98034, United States
Hours
Reviews
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- CNCarl NelsonMar 18, 20245.0Keanan is great at empowering her clients by giving them the confidence in making there financial decisions. She is very personalized in her approach as she develops lifelong partnerships.
Frequently Asked Questions About Edward Jones - Financial Advisor: Keanan Jacobson, CFP®|ChFC®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Keanan Jacobson?
Edward Jones - Financial Advisor: Keanan Jacobson is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on weekends, except by appointment on Saturdays.
How can I schedule an appointment with Keanan Jacobson?
You can schedule an appointment by visiting the online contact page at https://www.edwardjones.com/us-en/financial-advisor/keanan-jacobson/contact/ or by calling +1 425-823-3163.
What types of financial services does Keanan Jacobson provide?
Keanan Jacobson offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
Where is Edward Jones - Financial Advisor: Keanan Jacobson located?
The office is located at 13520 100th Avenue NE, Suite 70, Kirkland, WA 98034, USA.
What languages are spoken at this Edward Jones office?
English is the primary language spoken at Edward Jones - Financial Advisor: Keanan Jacobson.
Does Edward Jones - Financial Advisor: Keanan Jacobson have an app for managing investments?
Yes, Edward Jones provides mobile apps available for Android and iOS to help clients manage their investments conveniently.
Are there other Edward Jones financial advisors nearby?
Yes, nearby Edward Jones financial advisors include Bill Barlowe, CRPC®|CRPS®, and Julie G Battermann, CFP®|AAMS® located close to Keanan Jacobson’s office.
What dining options are near the Edward Jones office in Kirkland?
Nearby dining options include I Love Bento's (Japanese sushi restaurant), Papa Johns Pizza, The Game Neighborhood Grill and Bar, and La Corona Mexican restaurant, ideal for grabbing a meal before or after your financial consultation.
What local services are available near the Edward Jones office?
Nearby services include Kumon education center, Kirkland Family Dentistry, CoinFlip Bitcoin ATM for currency exchange, and the USPS Collection Point for mailing needs, providing convenient options for visitors.
How can nearby businesses and amenities help in planning my visit to Edward Jones?
The proximity to dining venues, financial services, and other professional offices like graphic design studios and salons allow you to combine your financial visits with other errands or leisure activities in Kirkland.