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: Gene Kelly Barner
144 NE Ernst St, Oak Harbor, WA
98277, United States
Reviews
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- DHDon HubnerNov 11, 20255.0Every one is extremely helpful.
- CCCheri ChristensenOct 27, 20255.0Gene is very knowledgeable and explains everything in a way we understand. Lisa is so helpful with needs.
- BRB o b B rooksSep 14, 20205.0Great staff
Frequently Asked Questions About Edward Jones - Financial Advisor: Gene Kelly Barner
What types of personalized investment services does Edward Jones - Financial Advisor: Gene Kelly Barner offer?
Edward Jones provides personalized investment services that include retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Gene Kelly Barner at Edward Jones for an investment consultation?
You can contact Gene Kelly Barner by phone at +13606758239 or via email at gene.barner@edwardjones.com.
Where is Edward Jones - Financial Advisor: Gene Kelly Barner located?
The office is located at 144 NE Ernst St, Suite C, Oak Harbor, WA 98277, USA.
Is Edward Jones - Financial Advisor: Gene Kelly Barner currently open?
No, the business is open and currently not closed.
Does Edward Jones offer any tools to help plan for retirement?
Yes, Edward Jones provides a Retirement Savings Calculator available online to help clients plan for their financial future.
What languages are supported by Edward Jones - Financial Advisor: Gene Kelly Barner?
Services are offered in English.
Are there any nearby real estate agencies near Edward Jones - Financial Advisor: Gene Kelly Barner?
Yes, nearby real estate agencies include Hanson Home Team, Island Brokers Realty, and The Hanson Home Team, which can assist clients with property services close to Edward Jones.
What dining options can I explore near Edward Jones - Financial Advisor: Gene Kelly Barner?
Flyers Restaurant and Brewery is a nearby American restaurant and brewery where clients can dine before or after their appointments.
Are there any wellness or health services near Edward Jones - Financial Advisor: Gene Kelly Barner?
Yes, nearby wellness services include North Island Chiropractic and Wellness Center and Mirage Massage, offering chiropractic care and massage therapy respectively.
How can nearby community organizations like Oak Harbor Elks Lodge 2362 support me during my financial journey?
Community organizations such as Oak Harbor Elks Lodge 2362 provide local social support which can complement your financial planning by fostering community connections and resources.