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: Lisa Kerwin, CFP®|ABFP®|CRPC™
19307 8th Ave NE, Poulsbo, WA
98370, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Kerwin, CFP®|ABFP®|CRPC™
What investment services does Edward Jones - Financial Advisor: Lisa Kerwin provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual needs and goals.
What are the regular business hours for Edward Jones - Financial Advisor: Lisa Kerwin?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Lisa Kerwin at Edward Jones?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/lisa-kerwin/contact/ or contacting the office via phone or email.
Where is Edward Jones - Financial Advisor: Lisa Kerwin located?
The office is located at 19307 8th Ave NE, Ste B, Poulsbo, WA 98370, USA.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android via the Google Play Store and on iOS via the Apple App Store for easy access to your investment accounts.
Who are some of Edward Jones - Financial Advisor Lisa Kerwin's main competitors?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, providing similar financial advisory and investment services.
How can customers visiting Edward Jones benefit from nearby places like Poulsbo Village?
Poulsbo Village nearby offers retail shopping options, allowing customers to enjoy shopping or dining before or after their financial consultations at Edward Jones.
Are there dining options near Edward Jones - Financial Advisor: Lisa Kerwin?
Yes, nearby dining options include ChocMo Chocolatier and Cafe for coffee and sweets, Pho Kim Chi for Vietnamese cuisine, Mori Sushi & Bento for sushi, and Crabtree Kitchen + Bar for American food and drinks.
What fitness facilities are available near Edward Jones in Poulsbo?
Nearby gyms include Ultimate Performance, Kitsap Martial Arts, and Poulsbo Kickboxing, offering customers a variety of fitness options near the financial office.
How can nearby professional and medical services around Edward Jones assist customers?
Customers can access adjacent services like Modern Dentistry, Sunrise Dental Poulsbo, Kitsap Physical Therapy, and Poulsbo Village Chiropractic for their healthcare needs in the same vicinity as Edward Jones.