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: Jeffery C Pleet, ChFC®|CLU®
630 Southeast Midway Boulevard, Oak Harbor, WA
98277, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- JGJohn GinnOct 26, 20185.0Jeffrey and Abby are great partners. Personal, proactive and incredibly responsive, they provide superior financial services to all their clients, and a solid anchor for long term planning.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffery C Pleet, ChFC®|CLU®
What services does Edward Jones - Financial Advisor: Jeffery C Pleet offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations tailored to individual needs.
What are the business hours for Edward Jones - Financial Advisor: Jeffery C Pleet in Oak Harbor, WA?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Jeffery C Pleet at Edward Jones?
You can contact the advisor by phone at +1 360-679-2558 or email at jeffery.pleet@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jeffery C Pleet located?
The office is located at 630 Southeast Midway Boulevard, Oak Harbor, WA 98277, United States.
Does Edward Jones - Financial Advisor: Jeffery C Pleet have an online presence or app?
Yes, they have a LinkedIn profile and mobile apps available on Google Play and Apple App Store for convenient access.
Are there nearby financial service providers close to Edward Jones - Financial Advisor: Jeffery C Pleet?
Yes, nearby are Edward Jones-Financial Advisor: Cynthia Casey and another Edward Jones office, which can provide additional financial advisory options.
What nearby medical and dental services are available to clients visiting Edward Jones in Oak Harbor?
Clients can access nearby services such as Playhouse Dental, Joel Gardner Orthodontics, Sunshine Pediatric Dentistry, and Whidbey Medical Clinic for comprehensive health and dental care.
Are there local attractions or recreational spots near Edward Jones - Financial Advisor: Jeffery C Pleet?
Yes, Smith Park offers outdoor activities and the Whidbey Playhouse provides community theater options for relaxation before or after your visit.
Can I schedule a meeting or consultation with Jeffery C Pleet online?
Yes, you can make an appointment through their reservation page at Edward Jones' website.
What languages are spoken at Edward Jones - Financial Advisor: Jeffery C Pleet?
English is the primary language spoken at the office to assist clients with their financial planning needs.