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: Cynthia S Casey, CRPC™
630 Southeast Midway Boulevard, Oak Harbor, WA
98277, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Cynthia S Casey, CRPC™
What are the regular business hours for Edward Jones - Financial Advisor: Cynthia S Casey, CRPC™?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 4:00 PM. The office is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Cynthia S Casey at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/cynthia-casey/contact/ or by calling the main phone number +1 360-467-8270.
What types of financial services does Cynthia S Casey provide?
Services include personalized investment management, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds advising, and tailored financial consulting.
Where is Edward Jones - Financial Advisor: Cynthia S Casey located?
The office is located at 630 Southeast Midway Boulevard, Oak Harbor, WA 98277, USA.
What languages does Cynthia S Casey speak for client consultations?
Consultations are conducted in English.
Are there any online tools to assist with retirement planning through Edward Jones?
Yes, you can use Edward Jones' retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for your financial future.
How can the nearby Playhouse Dental be useful when visiting Edward Jones?
If you have dental appointments at Playhouse Dental nearby, you can conveniently schedule financial consultations before or after your visit to Edward Jones due to their close proximity in Oak Harbor.
If I'm visiting Oak Bowl for leisure, how can I incorporate a visit to Edward Jones?
After enjoying activities or dining at Oak Bowl, you can easily meet with your financial advisor at Edward Jones nearby for personalized investment advice, making effective use of your time in Oak Harbor.
What nearby healthcare facilities are close to Edward Jones for additional support if needed?
Nearby healthcare options include Whidbey Medical Clinic, Puget Sound Kidney Centers, and several pediatric and general dentists like Dr. Joseph Stout and Joel Gardner Orthodontics, providing comprehensive care near Edward Jones.
How can visitors benefit from nearby community services while visiting Edward Jones in Oak Harbor?
Visitors can access resources such as Whidbey Island Women's Clinic for prenatal care, Whidbey Playhouse Inc for cultural entertainment, and Whidbey Presbyterian Church for community activities, enhancing their visit experience alongside financial planning.