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: Tim Swanson, CFP®
6806 Greenwood Ave N, Seattle, WA
98103, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- DBDiane Ho BuxtonOct 21, 20255.0Tim has been our financial advisor for almost 6 years now. My husband and I never had a financial advisor before because we're not the type to easily trust people with our money (and he had bad experiences with other advisors who just wanted to sell products). We've been really happy with Tim. Not only is he knowledgeable and in touch with what's happening in the economy and financial markets, he's also both patient and enthusiastic in answering any questions we have. He can respond to my husband's frequent concerns about the economy and help us with strategies to address those concerns. Tim has shown us over the years that he loves helping people and truly cares about his clients. We've always received great service from him and his team, Meagan and Allison. They are just great people all around, and I feel lucky to have found him!
- SRSarah ReneeDec 7, 20185.0This office is full of good-natured individuals. Easy and insightful to talk with. Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tim Swanson, CFP®
What types of financial services does Edward Jones - Financial Advisor: Tim Swanson offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Tim Swanson?
The office is open Monday from 8:30 AM to 5:00 PM, Tuesday to Thursday from 8:30 AM to 5:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays, but appointments on Saturdays are available by request.
Where is Edward Jones - Financial Advisor: Tim Swanson located?
The office is located at 6806 Greenwood Ave N, Seattle, WA 98103, USA.
How can I make an appointment with Tim Swanson at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/tim-swanson/contact/ or by emailing tim.swanson@edwardjones.com.
Does Edward Jones - Financial Advisor: Tim Swanson offer online resources or apps to manage my investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help you manage your investments conveniently.
Which languages are spoken at this Edward Jones branch?
The primary language spoken at this branch is English.
Are there any nearby amenities or places of interest around Edward Jones - Financial Advisor: Tim Swanson's location?
Yes, nearby you can find Urban Dental Group, Grillbird Phinney Ridge (an Asian restaurant), and Oliver's Twist, a cocktail bar and American restaurant, which might be convenient for dining or services before or after your visit.
Can I visit any wellness or recreational centers near Edward Jones?
Yes, 8 Limbs Yoga Centers and The Bar Method gym are nearby, offering options for yoga and fitness activities that you might enjoy alongside your financial planning visits.
Are there nearby dining options where I can relax after my appointment at Edward Jones?
Nearby dining options include Autumn Seattle, an Italian restaurant, and Stumbling Goat Bar & Bistro, an American restaurant and bar, perfect for a meal or drink after your visit.
What is a recommended nearby location for purchasing wine or enjoying a wine bar near Edward Jones?
You can visit picnic : a food+wine boutique, Doe Bay Wine Co. Phinney Ridge, or Lioness, all nearby wine bars and boutiques ideal for wine enthusiasts after your financial consultation.