Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Mart K Mitchell
2930 S Meridian Ave, Puyallup, WA
98373, United States
Hours
Reviews
4.2
5 reviews
5 stars
4
4 stars0
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1 star
1
- AUAyden UngerJan 18, 20255.0Mart has been so utterly kind to me over the past two years of being with him. His professionalism and kindness is off the charts. Matt is very knowledgeable, and has been doing this for quite some time, yet he still will take his time to explain something that you do not understand. They are prompt to respond to any questions, calls, emails or messages, they respond typically quicker then an hour. There is no need for me to diversify, I feel safe having my money in Mart’s hands. Thank you Mart and Allison
- KHKirsten HaynesNov 25, 20245.0I decided to leave a review after I saw Mart only has 2 reviews (and one of them from a crazy serial 1 star reviewer). We met three different advisors before signing with Mart. We decided to go with him because he has three adult children on wildly different life paths and we got the sense that he wasn’t going to pigeon hole us into a one-size-fits-most investment strategy. He’s been great at making us feel like he’s taking a tailored approach based on what our goals have been. We’re active duty military family in our late 20’s and hired Mart to help us transition from dual-income-no-kids to single-income-with-kids. He’s been very knowledgeable and proactive. Aside from routine calls from him, he reaches out to us when CDs are about to mature or he finds good interest rates. His administrative assistant is also super friendly and has been helpful when we’ve had questions about paperwork.
- MBMichelle BAug 30, 20231.0Went in for consultation. Only wants clients with at least $250,000 portfolio and regular contributions. I had just met this person, so I was not willing to commit anything to him until we were established. Which is what I explained to him. He said if younger people came in with less than 250k, that he would be ok with that. Obviously, I am closer to retirement than the younger group. The more we spoke, the more he started to suggest other people for me! Really??…!!! I really felt totally humiliated and like he was giving me the brush off!!! I finally stood up and let him know that I felt like I was getting the brush off!!! I felt that his main goal was to make money off me and I guess that I wasn’t worth his time! He isn’t a spring chicken either, I wonder how he would have felt if the tables were turned!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Mart K Mitchell
What services does Edward Jones - Financial Advisor: Mart K Mitchell offer?
This financial advisor provides Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What specialties does the financial advisor Mart K Mitchell focus on?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
What are the office hours for Edward Jones - Financial Advisor: Mart K Mitchell?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Mart K Mitchell at Edward Jones?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/mart-mitchell/contact/.
Where is Edward Jones - Financial Advisor: Mart K Mitchell located?
The office is located at 11201 88th Ave E, Suite 210, Puyallup, WA 98373, USA.
Is Edward Jones - Financial Advisor: Mart K Mitchell available for face-to-face consultations?
Yes, Edward Jones emphasizes face-to-face conversations to help with financial goals like retirement and education planning.
What nearby places can I visit before or after a meeting at Edward Jones in Puyallup?
You can visit nearby places such as Newport Homes for building supplies, South Hill Family Dentistry for dental care, or Kolour by Design for beauty services.
Are there nearby financial or mortgage services near Edward Jones - Financial Advisor: Mart K Mitchell?
Yes, nearby financial-related services include another Edward Jones office and PrimeLending mortgage lender and broker.
What amenities are available near Edward Jones in Puyallup that might be helpful for visitors?
Nearby amenities include Costco for shopping and pharmacy needs, Bank of America ATM, and USPS for mailing services.
How can I contact Mart K Mitchell at Edward Jones?
You can reach Mart K Mitchell by phone at +1 253-697-0041 or via email at mart.mitchell@edwardjones.com.