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: Eric W Kwan, CFP®
339 NE Thornton Place, Seattle, WA
98125, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- ELEric LaylandDec 14, 20245.0We have been working with Eric and his team for about 5 years, possibly more. He takes a holistic view of all our assets when developing our yearly and long term plans. We've been extremely happy as Eric consistently provides sound guidance, executes next steps quickly and is never pushy.
Frequently Asked Questions About Edward Jones - Financial Advisor: Eric W Kwan, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Eric W Kwan, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends, except Saturdays by appointment only.
How can I schedule an appointment with Eric W Kwan, CFP®?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/eric-kwan/contact/.
What types of financial services does Edward Jones - Financial Advisor: Eric W Kwan offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
Where is Edward Jones - Financial Advisor: Eric W Kwan located?
The office is located at 339 NE Thornton Place, Seattle, WA 98125, United States.
What languages are spoken at Edward Jones - Financial Advisor: Eric W Kwan's office?
English is the primary language spoken at the office.
Can I use mobile apps to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help manage your investments.
Are there places to eat near Edward Jones' office?
Yes, nearby dining options include Thai Fusion Bistro for Asian cuisine, Kizuki Ramen & Izakaya for Japanese food, Subway for quick sandwiches, and Five Guys for burgers.
What nearby amenities can I visit before or after my appointment at Edward Jones?
You can visit the Regal Thornton Place cinema for movies, or relax at Jewel Box Cafe which offers coffee and smoothies, both within close proximity.
Is there access to healthcare services near Edward Jones' location?
Yes, nearby medical services include UW Neighborhood Northgate Clinic and Justin Eugene Osborn M.D., both offering healthcare close by.
How can I contact Edward Jones - Financial Advisor: Eric W Kwan?
You can contact by phone at +1 206-523-6105 or email at eric.kwan@edwardjones.com.