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: Trey A Wells
311 River Road, Puyallup, WA
98371, United States
Hours
Reviews
5.0
1 reviews
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- PBPhillip BurnsJul 23, 20245.0Best Finnacial planer , he has kept me from Major Financial mistake Let's me know pit falls on Financial issues I would definitely recommend them
Frequently Asked Questions About Edward Jones - Financial Advisor: Trey A Wells
What type of investment services does Edward Jones - Financial Advisor: Trey A Wells offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Trey A Wells located?
It is located at 311 River Road, Suite 204, Puyallup, WA 98371, United States.
What are the office hours for Edward Jones - Financial Advisor: Trey A Wells?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 2:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Trey A Wells?
You can call them at +1 253-840-0600 or email trey.wells@edwardjones.com.
Is it possible to schedule an appointment online with Trey A Wells at Edward Jones?
Yes, you can schedule appointments through their contact page at https://www.edwardjones.com/us-en/financial-advisor/trey-wells/contact/.
Does Edward Jones offer any tools to help plan for retirement?
Yes, they offer a Retirement Savings Calculator which you can try online to see if you are retirement ready.
What languages are spoken at Edward Jones - Financial Advisor: Trey A Wells?
Services are provided in English.
If I am visiting Edward Jones, what nearby places can I visit for dining or refreshments?
Nearby you can find Starbucks for coffee and snacks, and Wok & Teriyaki House for Asian cuisine, perfect for grabbing a meal or drink before or after your visit.
Are there nearby financial or mortgage services around Edward Jones - Financial Advisor: Trey A Wells?
Yes, nearby financial services include Edward Jones - Financial Advisor: Ross Asher, Bay Equity mortgage brokers like Casey Pulley and April Janas, as well as CrossCountry Mortgage - Puyallup WA.
What are some nearby health and medical service providers near Edward Jones - Financial Advisor: Trey A Wells?
Nearby health providers include HearUSA for audiology services, Just for Kids Dentistry for dental care, and NW Sports Physical Therapy for physical therapy needs.