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.
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I've been very happy with Kevin as a financial advisor. He has done an excellent job finding the investments that work best for my family's needs. I also appreciate his attentiveness to any issues that come up as the market evolves. He is professional, honest, and thorough. Thank you Kevin for being so good at what you do!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin Evoy
What investment services does Edward Jones - Financial Advisor: Kevin Evoy offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Kevin Evoy at Edward Jones?
You can reach Kevin Evoy via phone at +1 360-754-4741 or email at kevin.evoy@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kevin Evoy located?
The office is located at 105 8th Ave SE, Suite 101, Olympia, WA 98501, USA.
Does Edward Jones offer an app to manage investments on mobile devices?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help manage your investments.
Is it possible to schedule a consultation with Kevin Evoy online?
Yes, you can schedule a consultation with Kevin Evoy through the reservation URL on the Edward Jones website.
What languages are supported for client communication at Edward Jones - Financial Advisor: Kevin Evoy?
Communication is offered primarily in English.
Are there any retirement planning tools available to help me prepare for the future?
Yes, Edward Jones offers a Retirement Savings Calculator to help you determine if you are retirement ready.
Which nearby financial institutions could I visit for additional banking services?
Nearby financial institutions include Generations Credit Union, Chase Bank with ATM services, KeyBank, and Olympia Credit Union, all located close to the Edward Jones office.
What nearby places can help me if I need real estate or mortgage services?
You can visit Thurston County Title Company for real estate needs, Fairway Independent Mortgage National for mortgage services, and Mark Sherman - Chase Home Lending Advisor for home lending advice, all near Edward Jones.
Are there any local attractions or public spaces near Edward Jones worth visiting?
Evergreen Plaza is a nearby public plaza and park you might enjoy visiting before or after your appointment at Edward Jones.