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: Tammy M Holten
517 C State Route 9 NE, Lake Stevens, WA
98258, United States
Hours
Reviews
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- WCWhitney CorsiMar 19, 20255.0I have had the privilege of working with Tammy Holten for many years, beginning in my 20s. Now in my 30s, I can confidently say that her expertise and strategic financial planning have put me on a strong path toward financial security and a well-prepared retirement. From the start, she took the time to understand my financial goals, educating me on the importance of diversification and long-term growth. Thanks to her guidance, I now have a robust portfolio, including 403(b)s, Roth IRAs, and other investment vehicles tailored to my future retirement. Beyond retirement planning, she has also helped me establish a well-structured emergency fund and make smart investment choices in 529 college savings plans and custodial accounts for my children. Her professionalism, proactive approach, and genuine commitment to my financial well-being have been invaluable. She doesn't just manage investments--she empowers her clients with knowledge and confidence in their financial decisions. I highly recommend her to anyone looking for a trusted advisor who can help them build and secure their financial future.
- DPDaniel PingreyApr 3, 20225.0Friendly common sense discussion that allowed us to make informed decisions regarding our retirement plans.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tammy M Holten
What are the regular business hours for Edward Jones - Financial Advisor: Tammy M Holten?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Sundays and Saturdays except by appointment.
How can I schedule an appointment with the financial advisor Tammy M Holten?
You can schedule an appointment by visiting the Edward Jones contact page for Tammy M Holten at https://www.edwardjones.com/us-en/financial-advisor/tammy-holten/contact/
What investment services does Edward Jones - Financial Advisor: Tammy M Holten provide?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Tammy M Holten located?
The office is located at 517 C State Route 9 NE, Suite 51, Lake Stevens, WA 98258, USA.
What languages are spoken at Edward Jones - Financial Advisor: Tammy M Holten?
English is the primary language spoken at this office.
Is Edward Jones - Financial Advisor: Tammy M Holten part of a larger investment service network?
Yes, Edward Jones is a long-established firm founded in 1922, offering financial advisory and investment services across many locations.
Are there other Edward Jones financial advisors nearby?
Yes, Edward Jones - Financial Advisor: Daniake Tews is located nearby, providing similar financial advisory services.
What dining options are available near Edward Jones - Financial Advisor: Tammy M Holten?
Nearby restaurants include Papa Murphy's Take 'N' Bake Pizza, Yumiko Teriyaki (Asian/Japanese), Qdoba Mexican Eats, MOD Pizza, Gyro Stop (Greek/Mediterranean), and Extreme Pita.
What shopping centers or retail stores are close to Edward Jones - Financial Advisor: Tammy M Holten?
Frontier Village Shopping Center, Michaels craft shop, Sports Authority, T.J. Maxx department store, and Vaporland Lake Stevens vape shop are nearby shopping options.
Are there any health or wellness services near Edward Jones - Financial Advisor: Tammy M Holten?
Yes, nearby health services include Smiles By Steedman dental clinic, Lake Stevens Vision Clinic, Johnstone Chiropractic, Essential Healing Massage spa, and Lymphatic Harmony massage therapy.