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: Brad Ortega
8524 Steilacoom Blvd SW, Lakewood, WA
98498, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Brad Ortega
What services does Edward Jones - Financial Advisor: Brad Ortega provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Brad Ortega?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Brad Ortega by phone or email?
You can reach them at the main phone number +1 253-364-6013 or the alternate phone +1 253-582-3600, and email brad.ortega@edwardjones.com.
Where is Edward Jones - Financial Advisor: Brad Ortega located?
The office is located at 8524 Steilacoom Blvd SW, Suite 200 B, Lakewood, WA 98498, USA.
Does Edward Jones - Financial Advisor: Brad Ortega have an app I can use?
Yes, they offer mobile apps available on both Android and iOS devices. The Android app can be found on the Google Play Store, and the iOS app on the Apple App Store.
How can I schedule an appointment with Edward Jones - Financial Advisor: Brad Ortega?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/brad-ortega/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Brad Ortega?
The staff at Edward Jones - Financial Advisor: Brad Ortega speaks English.
Are there any nearby places where I can get food before or after my visit to Edward Jones?
Yes, nearby you will find several restaurants such as Jimmy John's sandwich shop, Hunan Garden Restaurant offering Asian fusion and Chinese food, Mis Tres Amigos Mexican restaurant, and Starbucks for coffee and snacks.
Where can I find fitness or wellness centers near Edward Jones - Financial Advisor: Brad Ortega?
Nearby you can visit Anytime Fitness gym for workouts, Spine And Sport Chiropractic for chiropractic care, North Harbor Physical Therapy for therapy services, and various beauty salons including Hair 253 by Laurel Marie and Linda's Hair Fashions & Spa.
What nearby services can assist with shipping or banking needs close to Edward Jones?
The UPS Store is nearby for printing, packing, and shipping needs. Also, Bank of America ATMs and a U.S. Bank ATM are nearby for banking transactions.