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
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Bartleson
What services does Edward Jones - Financial Advisor: Jeff Bartleson offer?
The business offers personalized investment services including stocks & bonds, investment management, and financial advising tailored to individual needs and goals.
What are the usual business hours for Edward Jones - Financial Advisor: Jeff Bartleson?
They are open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. The office is closed on weekends, with Saturday appointments available by appointment only.
How can I schedule an appointment with Jeff Bartleson?
You can schedule an appointment through their contact page available at https://www.edwardjones.com/us-en/financial-advisor/jeff-bartleson/contact/.
Where is Edward Jones - Financial Advisor: Jeff Bartleson located?
The office is located at 1555 Third Ave, Suite C, Longview, WA 98632, USA.
Is there any online app available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms for client access and management.
What languages are spoken at Edward Jones - Financial Advisor: Jeff Bartleson?
The office primarily operates in English.
Which nearby insurance agencies can I visit around Edward Jones - Financial Advisor: Jeff Bartleson?
Nearby insurance agencies include Country Financial The Longview Agency, Farmers Insurance - Mark Kuning, Mark Kuning Farmers Insurance Agent, Casey Wassell: Allstate Insurance, and Nationwide Mutual Insurance Company, providing additional insurance services you might explore.
What nearby healthcare and medical services are available near Edward Jones - Financial Advisor: Jeff Bartleson?
Nearby medical services include Stuart Orthotics LLC, Equilibrium Chiropractic, PeaceHealth Medical Group - A Child's Place, Ear Nose and Throat Clinic, and Dr Suzanne Megenity Endondontics, among others.
Are there any nearby community or legal services close to Edward Jones - Financial Advisor: Jeff Bartleson?
Yes, nearby legal and community services include Morgan Law Firm, Law Office of Chad R. Zandi, PLLC, Falkenstein Zandi PLLC, Cowlitz County Juvenile Court, and Cowlitz County Public Defense for legal assistance and community support.
What financial calculators or tools does Edward Jones provide for clients?
Edward Jones offers a retirement savings calculator online which helps you determine if you are retirement ready. The tool is accessible via their featured message link.