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: Bart Dalton
9524 Gravelly Lake Drive SW, Lakewood, WA
98499, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Bart Dalton
What services does Edward Jones - Financial Advisor: Bart Dalton offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the main investment products available at this Edward Jones branch?
The main investment products include financial advising, investment management, stocks & bonds, and funds investment.
What are the office hours for Edward Jones - Financial Advisor: Bart Dalton?
The office is open Monday to Thursday from 7:30 AM to 4:30 PM, and Friday from 7:30 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I schedule an appointment with Bart Dalton?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/bart-dalton/contact/ or calling the main phone at +1 253-780-0953.
Does Edward Jones - Financial Advisor: Bart Dalton support any mobile applications?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to your financial information.
What languages are spoken at this Edward Jones office?
The primary language spoken is English.
What is Edward Jones' privacy policy regarding customer data?
Edward Jones is committed to protecting your data. For detailed information, visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Which nearby places can I visit before or after my appointment at Edward Jones on Gravelly Lake Drive?
You can visit the Lakewood History Museum or Lakewood Gallery & Framing for local culture, or enjoy a meal at Great Cuisine of India restaurant nearby.
Are there any medical facilities close to Edward Jones for quick health consultations?
Yes, Franciscan Medical Clinic on Gravelly Lake and Olympic Sports and Spine are nearby medical centers available for health needs.
What shopping options are near Edward Jones - Financial Advisor: Bart Dalton?
The Lakewood Colonial Center shopping center and local stores like Interior Concepts and Lakewood Fabricare Dry Cleaners are convenient options close by.