Edward Jones - Financial Advisor: Aaron R Wolfe, AAMS®

3.8
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: Aaron R Wolfe, AAMS®
10924 Mukilteo Speedway, Mukilteo, WA
98275, United States

Hours

Reviews

3.8
4 reviews
5 stars
2
4 stars
1
3 stars
0
2 stars
0
1 star
1
  • JP
    Jerrod Plummer
    Jun 24, 2024
    5.0
    There's a reason Aaron won best advisor in the PNW! He's been my advisor for last 10 years, and there's no one else I'd trust.
  • JC
    Janette Carroll
    Apr 25, 2021
    5.0
    All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron. Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!! Show me the money!!!!!!!!
  • HM
    Heather Marie
    May 21, 2019
    1.0
    Tried multiple times to get ahold of Aaron to switch my sons 529 plan. An appointment was made for him to call me and no call. I sent emails and still had no response from him. After calling and talking to his front office about how i haven't heard from him, I let her know emails would be a good way to communicate since I was working and unable to answer calls at work that day he called. I left a message after work about emailing instead of calling again and no response. After a month of trying to get Aaron to help me switch the plan I ended up having to switch Edward Jones offices so I could get someone to help me. He will take your money but good luck trying to get him to help you when you need it.
  • GK
    Garry Klouzal
    Oct 11, 2017
    4.0
    Aaron and Edward Jones handle my retirement funds and a few stocks. He's easy to talk to and get information about anything financial. To invest you don't need lots of money and he'll get you going on investing monthly from your pay check to handling your million dollar retirement funds.

Frequently Asked Questions About Edward Jones - Financial Advisor: Aaron R Wolfe, AAMS®

What kind of financial services does Edward Jones - Financial Advisor: Aaron R Wolfe, AAMS® offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Aaron R Wolfe, AAMS® located?

It is located at 10924 Mukilteo Speedway, Ste B, Mukilteo, WA 98275, United States.