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: Shipley Ennis, AAMS®|CRPC™
I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to.
I gave him a chance about 3 or 4 months later. I'd never worked with an advisor before. He made the process so easy and spoke so I could understand it all.
And then we met his branch administrator, Mark. These two are a GREAT team. Shipley's energy is only matched by Mark. They make you feel like you matter and truly want to get to know you.
We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shipley Ennis, AAMS®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Shipley Ennis offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with stocks and bonds management and financial advising.
Where is Edward Jones - Financial Advisor: Shipley Ennis located?
It is located at 424 29th St NE, Suite I, Puyallup, WA 98372, USA.
How can I contact Edward Jones - Financial Advisor: Shipley Ennis?
You can reach them by phone at +1 253-848-3034 or email at shipley.ennis@edwardjones.com.
Does Edward Jones - Financial Advisor: Shipley Ennis have an online presence or mobile app?
Yes, they have mobile apps available on the Apple App Store and Google Play Store, and their website is https://www.edwardjones.com/us-en/financial-advisor/shipley-ennis.
Can I schedule a consultation with Edward Jones - Financial Advisor: Shipley Ennis online?
Yes, you can make a reservation for a financial consultation through their contact page online.
What languages does Edward Jones - Financial Advisor: Shipley Ennis support?
They provide services in English.
What nearby real estate services are close to Edward Jones - Financial Advisor: Shipley Ennis?
Nearby real estate services include WFG National Title Company, The Barnard Group, and Tim Evans | Home Team Northwest / Puyallup, Inc., which can be useful for clients interested in real estate investments.
Are there other financial advisors near Edward Jones - Financial Advisor: Shipley Ennis?
Yes, Edward Jones - Financial Advisor: Ken Roach Jr is a nearby financial service provider, offering another option for financial advising in the area.
What healthcare facilities are near Edward Jones - Financial Advisor: Shipley Ennis?
Nearby healthcare facilities include CenterWell Home Health, Family Resource Home Care, and United Wound Healing, which might be helpful for clients needing health-related services.
How does Edward Jones help clients prepare for retirement?
They offer tailored retirement planning services and provide a retirement savings calculator tool available online to help clients plan efficiently.