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: Lance D Jacobsen
17171 Bothell Way NE, Lake Forest Park, WA
98155, United States
Hours
Reviews
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- KLKierston LynnApr 3, 20255.0Let me tell you a little about Lance: Lance walked up to our home in Puyallup, and introduced himself about 15 years ago. You could tell he was a little unsure of himself, and a little nervous, but he was confident in his ability to do a good job; and he was smart as a whip. You just got a good feeling. So we signed over all of the money we saved to him and rolled our money over to Edward Jones. It was the single best decision we ever made when he came knocking. Today Lance continues to take care of us, not just him but Amy too. Yesterday the market took a massive downturn, and I was understandably concerned. Lance and Amy were prepared. Amy answers the phone with her loving voice and reassurance. I just needed the confirmation that I always knew was there. We will be okay. Lance will take care of us. So if you need that, if you need to feel that connection with your financial advisor. Switch. Don’t settle for less. Because Lance is so much more. He’s reassurance to make sure that you are going to be okay. Thank you Amy and Lance for always being a safe space.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lance D Jacobsen
What financial services does Edward Jones - Financial Advisor: Lance D Jacobsen offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Lance D Jacobsen located?
The office is located at 17171 Bothell Way NE, Suite A14, Lake Forest Park, WA 98155, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Lance D Jacobsen?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends. On Tuesdays, appointments are by appointment only.
How can I schedule an appointment with Lance D Jacobsen?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/lance-jacobsen/contact/ or by calling +1 206-361-9293.
Does Edward Jones - Financial Advisor: Lance D Jacobsen offer mobile apps for managing investments?
Yes, there are Edward Jones apps available for both Android and iOS devices to help manage your investments conveniently.
Which languages are spoken at Edward Jones - Financial Advisor: Lance D Jacobsen?
The primary language spoken is English.
Can you tell me about nearby financial services or advisors close to Edward Jones - Financial Advisor: Lance D Jacobsen?
Nearby you can find other financial advisors such as Edward Jones - Financial Advisor: Sergio Colon and Edward Jones - Financial Advisor: Carroll L Boone Jr for additional investment services.
What dining options are available near Edward Jones - Financial Advisor: Lance D Jacobsen?
Nearby restaurants include The Everest Kitchen (Himalayan/Nepalese/Indian), Lake Forest Bar and Grill (American cuisine and bar), Coco's Bakery, and Henny's Chicken and Bun (chicken and burger restaurant), offering a variety of cuisines for lunch or dinner.
Are there any entertainment or cultural spots near the Edward Jones office?
Yes, close by are the Red Sky Gallery (art gallery and jewelry store), Seattle's Littlest Performers (theatre and arts), Third Place Books (bookstore), and The Gallery at Towne Centre (art gallery) for cultural and entertainment activities.
What local amenities are available near Edward Jones - Financial Advisor: Lance D Jacobsen?
Nearby amenities include Planet Fitness (gym), LibertyX Bitcoin ATM, KeyMe Locksmiths (locksmith services), and various retail stores like Ross Dress for Less and Westlake Ace Hardware for convenient shopping and services.