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: Loren P Winter, CFP®
9710 NE 119th Way, Kirkland, WA
98034, United States
Hours
Reviews
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- MMMax MeyersJan 6, 20205.0Finding an investment person you can trust is hard, no doubt. You can stop your search here. Loren Winter's office is amazing. But more importantly Loren runs his business with a sound moral compass, honesty, integrity and empathy. My wife and I, plus my business' employees, all use Loren Winter as our retirement accounts adviser. I recommend Loren Winter without a single hesitation!
- BTBrian TrappDec 18, 20191.0Danny Chi went door to door and rang our doorbell right next to the "NO SOLICITORS" sign. Very rude. Either you can't read or have no respect for people's wishes - either way this is not what anyone wants in a financial advisor!
- CPCathy PettersenJan 28, 20155.0I don't trust people with my money, and I certainly don't trust people who have something to gain from using my money. But Loren is forthright, knowledgeable and I trust him implicitly. He has my husband I's future in his hands. Well, Good first, then Loren. If you're the least bit squeamish about jumping into such a slimy pool, rest assured. He's the best.
Frequently Asked Questions About Edward Jones - Financial Advisor: Loren P Winter, CFP®
What services does Edward Jones - Financial Advisor Loren P Winter offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor Loren P Winter located?
The office is located at 9710 NE 119th Way, Kirkland, WA 98034, USA.
What are the office hours for Edward Jones - Financial Advisor Loren P Winter?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I contact Loren P Winter at Edward Jones?
You can contact Loren P Winter by phone at +1 425-821-0285 or by email at loren.winter@edwardjones.com.
Where can I book an appointment with Loren P Winter?
You can schedule an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/loren-winter/contact/.
Are there any apps to help manage my Edward Jones investments?
Yes, Edward Jones has mobile apps available for iOS and Android devices to help manage your investments on the go.
What nearby coffee shops can I visit before or after my appointment at Edward Jones?
Nearby coffee shops include Ding Tea+ & 36 Streets Vietnamese Coffee, Starbucks, and urban COFFEE lounge, perfect for grabbing a drink around your visit.
Are there any nearby health and wellness facilities close to Edward Jones - Financial Advisor Loren P Winter?
Yes, you can visit Eastside Weight Loss Clinic, Eastside Spine & Injury, Ambrosia MedSpa, Float Rubicon, Sole Relax, and Rubicon Float Studio near the office.
Can I find dining options near Edward Jones in Kirkland?
Yes, nearby dining options include Padria Mediterranean Cafe, aa Sushi, Mezcal Mexican Grill & Catering, and Mezcal Grill for a variety of cuisines.
Are there any nearby services related to personal care or grooming close to Edward Jones office?
Yes, The Shop and Urban Haircuts offer hair salon and barber services near Edward Jones.