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: Rick Smith, CFP®|AAMS®
9526 Oak Bay Rd, Port Ludlow, WA
98365, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Rick Smith, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Rick Smith offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual needs.
What are the regular business hours for Edward Jones - Financial Advisor: Rick Smith?
The office is open Monday through Friday from 8:30 AM to 4:00 PM Pacific Time and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Rick Smith located?
The office is located at 9526 Oak Bay Rd, Suite 300, Port Ludlow, WA 98365, United States.
How can I contact Edward Jones - Financial Advisor: Rick Smith?
You can contact them by phone at +1 360-437-5113 or email at richard.j.smith@edwardjones.com.
Can I schedule an appointment with Rick Smith online?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/richard-j-smith/contact/.
Are there any apps available to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098.
Who are some nearby financial advisors if I want additional options?
Nearby financial advisors include Edward Jones - Financial Advisor: Larry G Wiener, AAMS®, and Karena Wells from Love PNW Homes, both offering financial services in the area.
What dining options are near Edward Jones - Financial Advisor: Rick Smith?
Snug Harbor Cafe is a nearby diner where you can enjoy a meal before or after visiting the financial advisor.
What community or cultural places are near Edward Jones - Financial Advisor: Rick Smith?
The Port Ludlow Art League Gallery is nearby, offering community art exhibits and events that clients might consider visiting around their appointment times.
How can nearby real estate agents be helpful if I'm planning financial investments?
Nearby real estate agents like RE/MAX FIRST, INC and Coldwell Banker Best Homes can offer professional real estate advice, which can complement your financial planning and investment strategies.