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.
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Location
Edward Jones - Financial Advisor: Melissa S Cates, AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Melissa S Cates, AAMS®
What services does Edward Jones - Financial Advisor Melissa S Cates offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor Melissa S Cates located?
The office is located at 403 S 1st, Mount Vernon, WA, 98273, USA.
What are the business hours for Edward Jones - Financial Advisor Melissa S Cates?
The office is open Monday to 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 Melissa S Cates?
You can reach Melissa S Cates by phone at +1 360-336-6664 or by email at melissa.cates@edwardjones.com.
Does Edward Jones - Financial Advisor Melissa S Cates have an online reservation or contact option?
Yes, you can contact or schedule a consultation online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/melissa-cates/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms to support clients with their financial management needs.
What competitors are noted near Edward Jones - Financial Advisor Melissa S Cates?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Which financial advisory offices are located near Edward Jones - Financial Advisor Melissa S Cates?
Nearby financial advisors include Edward Jones - Financial Advisor: Lisa Benjamin and Edward Jones - Financial Advisor: Matt Nichols, AAMS®.
What nearby local businesses can I visit after a meeting at Edward Jones - Financial Advisor Melissa S Cates?
Nearby you can visit Lost in the Groove, a music and gift shop, or enjoy coffee and wine at Ristretto Coffee Lounge & Wine Bar.
Are there wellness or spa services near Edward Jones - Financial Advisor Melissa S Cates?
Yes, there are several nearby wellness options such as Bare Boutique for skin care, Cypress Massage Therapy, and Pure Skin And Wellness spa.