Edward Jones - Financial Advisor: Rich Ball, AAMS®

5.0
4 reviews

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: Rich Ball, AAMS®
3922 148th Street S.E., Mill Creek, WA
98012, United States

Hours

Reviews

5.0
4 reviews
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  • SP
    Sharon Potter
    Jul 30, 2021
    5.0
    Rich Ball is knowledgeable, kind and takes his time to explain things clearly for people( like me) who are new to investing. That said, he has never steered us wrong His assistant Lisa is simply the best... the office itself is really comfortable and they make you feel like family.... it's always a bit scary to put your money in someone else's hands but when you get the returns we have it gets much easier! Our retirement has never looked better!!
  • LW
    Lauren Williams
    Apr 24, 2020
    5.0
    Rich is not only wonderfully skillful at managing the technicalties of portfolios, with a depth and breath of training and a superbly professional dedication to monitoring the changes in the elements which influence a portfolio, he is incredibly good at translating the technicalities of portfolio management into language which laypeople can understand. I find that invaluable. It allows me to assess my circumstances with greater confidence in my decisons.
  • TS
    Tom Starkey
    Dec 23, 2017
    5.0
    Rich is a smart and driven person who really cares about his clients. I have my Roth IRA through Edward Jones, and I am pleased with my account performance, but even more please with the personal care and attention that Rich provides. My life as a business owner is very busy, and Rich literally went the extra mile to come to my house with paperwork to make a transaction easy. We also have our company 401k plan managed by his office. If you have an IRA plan or 401k plan that you have and want to rollover, it would be worth having a conversation about it with Rich. I would highly recommend him and Edward Jones to anyone.

Frequently Asked Questions About Edward Jones - Financial Advisor: Rich Ball, AAMS®

What financial services does Edward Jones - Financial Advisor: Rich Ball, AAMS® provide?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the regular opening hours for Edward Jones - Financial Advisor: Rich Ball, AAMS®?

The office is open Monday through Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays.