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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Edward Jones - Financial Advisor: Rob Bruce, CFP®|AAMS®
Rob and his team are absolutely fantastic they have helped my family and I find financial security in uncertain times with a well executed and comprehensive plan. Highly recommend.
SM
Shana Maben
May 20, 2024
5.0
Rob, Becky and Rebecca are always quick to respond, kind and super helpful. I trust them to do their best on my behalf. I’m so grateful for their swift and thorough service.
MB
Michelle B
Aug 15, 2023
1.0
Very disappointed!!! Great at first, kept in touch. Then pretty much ghosted me. I rarely heard from him, then he passes me off to someone he hires to help him bc he is too busy!!! Guess I am not worth his time!!!!
Needless to say, I am finding a different financial advisor who actually wants to pay attention to my portfolio and not just make it another client to ignore! This is after my portfolio lost tens of thousands of dollars under his watch!!!!
I would definitely think twice about hiring Rob!
More like a used car salesman, tells you what you want to hear, then after the sale, totally abandons you and you will lose tens of thousands of dollars!!!!!
Beware of slick salesmen!!!
CW
carol wells-reed
Apr 22, 2019
5.0
Rob and Beckie are exceptional...in their business acumen and as very special people. Compared to many of their clients, I suppose, I don't have a lot in the way of investments, but they treat me as if I were a bazillionaire. I receive frequent in-person updates, phone calls in turbulent market conditions to see if I have concerns, and they exhibit a genuine interest in me, not just my money. I heartily recommend Rob Bruce, a VERY intelligent, savvy guy, and his able assistant, Beckie, to anyone who wants amazing service.
CR
Cyndee Rayburn-Smith
Dec 1, 2018
5.0
Rob and Beckie are exceptional! Investing and preparing for retirement can be daunting, but Rob and Beckie walked us through this process over the years with open arms and the wealth of knowledge necessary to help us make good decisions. We started investing for retirement a little late in life, but Rob advised us step by step, worked with the financial situation we were in, and has now seen us through fruition. Working with Rob and taking the advise he offered has put us exactly where we need to be, and we were able to retire on our projected date with amble assets. This relsationship is not over yet. We will continue to work with Rob and Beckie moving froward. They have become family... Bruce and
Cyndee Smith
Frequently Asked Questions About Edward Jones - Financial Advisor: Rob Bruce, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Rob Bruce offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Rob Bruce located?
The office is located at 629 Second Street SE, Ste A, Puyallup, WA 98372, United States.
What are the office hours of Edward Jones - Financial Advisor: Rob Bruce?
Open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 2:00 PM. Closed on Saturdays and Sundays.
How can I contact Rob Bruce at Edward Jones?
You can reach him by phone at +1 253-840-1523 or email at rob.bruce@edwardjones.com.
Does Edward Jones offer online tools or apps for clients?
Yes, they offer mobile apps available on Android and iOS platforms to help manage investments and access services.
How can I schedule a consultation with Rob Bruce, the financial advisor?
You can book a consultation through the Edward Jones contact page for Rob Bruce at https://www.edwardjones.com/us-en/financial-advisor/rob-bruce/contact/.
Are there other Edward Jones locations near Rob Bruce's office in Puyallup?
Yes, there is another Edward Jones financial advising office nearby, so you have options for services in the area.
What nearby places can help if I need to withdraw or exchange currency before meeting Edward Jones?
Coinme is a nearby financial service offering ATMs and currency exchange, useful for cash needs before your appointment.
Are there dining options close to the Edward Jones office in Puyallup?
Yes, nearby eateries include Jack in the Box and Taco Bell, great for grabbing a quick meal before or after your visit.
What other useful services are available near Edward Jones - Rob Bruce, such as postal or banking?
Nearby USPS for shipping needs and Columbia Bank for banking services are available close to the office, convenient to combine errands.