Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jacob Montano, CFP®
2930 S Meridian Ave, Puyallup, WA
98390, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jacob Montano, CFP®
What services does Edward Jones - Financial Advisor: Jacob Montano provide?
Jacob Montano offers Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
Where is Edward Jones - Financial Advisor: Jacob Montano located?
The office is located at 15421 Main St E, Suite A, Sumner, WA 98390, United States.
What are the office hours for Edward Jones - Financial Advisor: Jacob Montano?
The office is open by appointment only on Saturdays.
How can I schedule an appointment with Jacob Montano?
You can schedule an appointment via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/jacob-montano/contact/.
What specialties does Edward Jones - Financial Advisor: Jacob Montano focus on?
Jacob Montano specializes in 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
Is Edward Jones - Financial Advisor: Jacob Montano accessible on mobile devices?
Yes, their mobile app is available on both Android and iOS platforms.
Which competitors does Edward Jones monitor for rank tracking?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
Are there any nearby real estate agents to Edward Jones office for complementary services?
Yes, nearby real estate agents include Randi Savage Real Estate | Best Choice Realty, Tiffany Lynch Real Estate Broker, and LB Real Estate Team, among others, offering convenient options if you are planning real estate investments along with financial advising.
What dining options are available near Edward Jones - Financial Advisor: Jacob Montano?
El Charro Grill, a Tex-Mex and Latin American restaurant, is nearby, perfect for a meal before or after your appointment.
Are there any wellness or beauty services near the Edward Jones office in Sumner?
Yes, Salon Rhu (beauty salon), Sumner Therapeutic Massage, and Peaceful Goddess Massage are nearby to help you relax and refresh around your visit.