Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™
4.58 reviews
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: Gracie N Bartoldus, CFP®|CRPC™
1024 Queensgate Drive, Richland, WA
99352, United States
Hours
Reviews
4.5
8 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star
1
- ACAddy Cook-ClareMar 24, 20215.0I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!
- MKMaloree KilianMar 23, 20215.0I have worked with Gracie and Edward Jones for 4 years and I have always received the best service. Gracie is professional, caring and always reaches out when the market is in question. Her attention to detail and ability to communicate with her clients is what sets her apart. I wouldn’t trust my retirement with anyone else.
- KCKirsten CollinsMar 2, 20211.0Wow! I didn't even get to talk to Gracie. The woman that answered the phone was not helpful unless I gave them $25,000. If I rolled over my existing IRA's to them then they'd talk to me. Did even suggest an appointment! Do not bother with this office unless you want to feel demeaned
Frequently Asked Questions About Edward Jones - Financial Advisor: Gracie N Bartoldus, CFP®|CRPC™
What are the regular business hours for Edward Jones - Financial Advisor: Gracie N Bartoldus?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays, but appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Gracie N Bartoldus located?
The office is located at 1024 Queensgate Drive, Richland, WA 99352, United States.
How can I contact Gracie N Bartoldus at Edward Jones?
You can reach Gracie N Bartoldus by phone at +1 509-491-3636 or by email at gracie.bartoldus@edwardjones.com.
What types of financial services does Edward Jones - Gracie N Bartoldus offer?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and personalized financial advisory services.
Is it possible to book a consultation online with Gracie N Bartoldus?
Yes, you can make an appointment online through the Edward Jones website contact page for Gracie Bartoldus here: https://www.edwardjones.com/us-en/financial-advisor/gracie-bartoldus/contact/
Does Edward Jones - Gracie N Bartoldus provide mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available for Android through the Google Play Store and for iOS via the Apple App Store to manage investments and access financial tools.
What languages are spoken at Edward Jones - Gracie N Bartoldus' office?
English is the primary language spoken at the office.
What nearby fitness and wellness centers are close to Edward Jones - Gracie N Bartoldus?
Orangetheory Fitness and Oasis Physical Therapy & Sports Rehab are nearby, offering opportunities for fitness and rehabilitation before or after your financial appointments.
Are there dining options near Edward Jones - Gracie N Bartoldus?
Yes, nearby eateries include Ethos Bakery & Cafe, Rollin (a food truck/fast food), TacoTime, and 3 Eyed Fish Kitchen and Bar. They provide great spots to grab a meal or coffee around your visit.
What other local services can I find near Edward Jones on Queensgate Drive?
Near Edward Jones, you can find places like Ansony's Car Wash, Tri-City Eyes optometrist, Refresh Hair Salon and Barbering, Amy's Bridal Boutique, and several automotive and retail services, useful for errands before or after your appointment.