Edward Jones - Financial Advisor: Kirk C Felton, CFP®|AAMS®|CRPC™
5.01 review
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: Kirk C Felton, CFP®|AAMS®|CRPC™
3011 78th Avenue SE, Mercer Island, WA
98040, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Kirk C Felton, CFP®|AAMS®|CRPC™
What type of financial services does Edward Jones - Financial Advisor: Kirk C Felton offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kirk C Felton located?
The office is located at 3011 78th Avenue SE, Suite 150, Mercer Island, WA 98040, USA.
What are the office hours for Edward Jones - Financial Advisor: Kirk C Felton?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with Kirk C Felton at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/kirk-felton/contact/.
Is Edward Jones - Financial Advisor: Kirk C Felton accessible via public transportation or near other notable locations?
The office is conveniently located near financial services such as Wells Fargo Bank and Laura E Eng ATM, which can assist customers with banking needs when visiting. It's also near places like Fitness Together and Massage in Motion, so customers can plan wellness activities before or after financial consultations.
What languages are supported at Edward Jones - Financial Advisor: Kirk C Felton?
The services are provided in English.
Are there any apps available to manage my investments with Edward Jones?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms to help you manage your investments conveniently.
What should I know about the privacy and security of my data with Edward Jones?
Edward Jones is committed to protecting your data. For detailed information, you can visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Can I get financial advice on stocks and bonds at this Edward Jones location?
Yes, financial advisory services include stocks and bonds investment as part of their specialties and products.
Which nearby pet care services are available around Edward Jones - Financial Advisor: Kirk C Felton?
Nearby pet care services include Island Cats Veterinary Hospital and All The Best Pet Care, which are convenient for customers who may want to attend to their pets while managing financial planning.