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: Jeff Kopp
3231 Willamette Dr NE, Lacey, WA
98516, United States
Hours
Reviews
5.0
2 reviews
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- RBR BarnesAug 17, 20205.0Jeff is a fantastic advisor. He understands our financial situation and plans accordingly (even if he has a differing view of the market, etc.). Jeff and staff are top notch with lots of knowledge, care, and concerns for the clients. Jones has some funds that have weathered unstable markets very well. Overall a great service. Thanks!
- MTMary TiptonJan 17, 20205.0Great location 👍
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Kopp
What services does Edward Jones - Financial Advisor: Jeff Kopp offer?
Edward Jones - Financial Advisor: Jeff Kopp provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, and investment management.
What are the business hours for Edward Jones - Financial Advisor: Jeff Kopp?
The office is open Monday to Thursday from 8:30 AM to 3:00 PM, Friday from 8:30 AM to 1:00 PM, and is closed on Sundays. On Saturdays, visits are by appointment only.
Where is Edward Jones - Financial Advisor: Jeff Kopp located?
Edward Jones - Financial Advisor: Jeff Kopp is located at 3231 Willamette Dr NE, Ste F, Lacey, WA 98516, USA.
How can I contact Edward Jones - Financial Advisor: Jeff Kopp?
You can contact the office by phone at +1 360-438-6637 or by email at jeff.kopp@edwardjones.com.
Is there an online appointment booking option?
Yes, you can schedule an appointment through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/jeff-kopp/contact/.
Does Edward Jones - Financial Advisor: Jeff Kopp provide resources to help with retirement planning?
Yes, they offer a Retirement Savings Calculator which you can use online to help prepare for your future.
What languages are supported at Edward Jones - Financial Advisor: Jeff Kopp?
The services are provided in English.
What nearby places can clients visit for coffee or a snack before their appointment?
Clients can visit Taylor Ray's Cafe, a coffee shop and smoothie juice bar near Edward Jones for refreshments before or after their visit.
Are there any nearby real estate agents near Edward Jones - Financial Advisor: Jeff Kopp that clients might consider?
Yes, several real estate agents and brokers such as Nicole Braam Real Estate, Nicole Clifton, and Ilea Anderson - Real Estate Broker Berkshire Hathaway HomeServices are located nearby.
What parks or recreational areas are close to Edward Jones - Financial Advisor: Jeff Kopp?
Clients can enjoy nearby parks like Meridian Neighborhood Park and Meridian Park Dog Run, which offer opportunities for outdoor activities and relaxation near the office.