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: Brendan P Wood
2604 Yelm Highway SE, Olympia, WA
98501, United States
Hours
Reviews
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- LHLiz HamelApr 14, 20205.0Brendan is wonderful to work with! Respectful and helpful guidance in how to best reflect my social values in my investments. Very knowledgeable, always professionally prepared to review my financial status with me in terms I can understand. Anticipates needed adjustments and keeps me informed when he makes them. Grateful to have him, especially in such uncertain times.
- ACAkutra CeaMay 24, 20195.0Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brendan P Wood
What services does Edward Jones - Financial Advisor: Brendan P Wood offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Brendan P Wood?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 2:00 PM by appointment only. It is closed on weekends.
How can I contact Brendan P Wood at Edward Jones?
You can call the main phone number at +1 360-868-8018, the alternate phone at +1 360-438-2764, or email brendan.wood@edwardjones.com.
Where is Edward Jones - Financial Advisor: Brendan P Wood located?
The office is located at 2604 Yelm Highway SE, Suite D, Olympia, WA 98501, USA.
Are online tools available for retirement planning at Edward Jones?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
Do Brendan P Wood or Edward Jones have apps for mobile devices?
Yes, Edward Jones has an app available on Android via Google Play and on iOS via the Apple App Store to help clients manage their investments.
What languages are spoken at Edward Jones - Financial Advisor: Brendan P Wood?
English is the language spoken at this office.
What nearby services can clients access around Edward Jones' office?
Nearby clients can access dental services like Olympia Smiles Dentistry For All Ages and Olympia Family Dental, as well as medical centers like Titan Healthcare.
Are there convenient gas stations near Edward Jones' office?
Yes, nearby gas stations include ampm, Chevron, and ARCO, which offer convenience store and coffee shop services as well.
What nearby health and wellness services are available close to Edward Jones - Financial Advisor: Brendan P Wood?
Clients can find services such as Restorative Sleep & TMJ, Olympia Integrative Medicine-Family Practice Clinic, and Bryan Chiropractic Center near the Edward Jones office.