Edward Jones - Financial Advisor: Jose M Hernandez, CFP®|CEPA®|AAMS®
5.01 review
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: Jose M Hernandez, CFP®|CEPA®|AAMS®
214 Pine St, Okanogan, WA
98840, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jose M Hernandez, CFP®|CEPA®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Jose M Hernandez offer?
They offer retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Jose M Hernandez?
Monday through Thursday the office is open from 7:30 AM to 5:00 PM, and Friday from 7:30 AM to 3:00 PM. It is closed on Saturdays and Sundays except by appointment.
How can I schedule a consultation with Jose M Hernandez at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jose-hernandez/contact/ or by calling +1 509-422-9771.
Where is Edward Jones - Financial Advisor: Jose M Hernandez located?
The office is located at 214 Pine St, Okanogan, WA 98840, USA.
What languages are spoken at Edward Jones - Financial Advisor: Jose M Hernandez?
English is the primary language spoken at this office.
What financial products and services does Jose M Hernandez specialize in?
He specializes in stocks and bonds, investment management, and financial advising services.
Are there any financial or legal services near Edward Jones in Okanogan that clients might find useful?
Yes, nearby places include Baines Title & Escrow, a financial service and escrow provider, and Ken Miller & Associates, PLLC, offering legal services.
Where can I find dining options near Edward Jones in Okanogan?
Nearby dining options include The Red Light, a restaurant offering American and Asian cuisines, Dawg House, a barbecue and American restaurant with a beer garden, and Couleefarms, a café and caterer.
What nearby community and recreational facilities are close to Edward Jones in Okanogan?
Nearby are Okanogan Public Library for community services, Okanogan Volunteer Fire Department, and Okanogan Yoga, a yoga studio and gym for health and fitness.
How can nearby banks and real estate services complement a financial advisor visit at Edward Jones?
Clients can visit Wheatland Bank for banking services and Pine Street Realty for real estate and property management needs, both conveniently close to Edward Jones' office.