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.
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Location
Edward Jones - Financial Advisor: Aubrey Wilson, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Aubrey Wilson, CFP®
What services does Edward Jones - Financial Advisor: Aubrey Wilson offer?
They provide financial advising, investment management, investment funds, and stock broker services.
What specialties does this Edward Jones location focus on?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Aubrey Wilson at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/aubrey-wilson/contact/.
What languages are spoken at this Edward Jones financial advisory office?
The primary language spoken is English.
How do I contact Edward Jones - Financial Advisor: Aubrey Wilson by phone or email?
You can call the main phone at +1 360-926-9571 or the alternate phone at +1 360-588-4548. The email is aubrey.wilson@edwardjones.com.
Are there any mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS. Android app: https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and iOS app: https://apps.apple.com/us/app/edward-jones/id457043098?mt=11818.
Which nearby banks could I visit alongside Edward Jones at 607 Murdock St?
Nearby banks include Banner Bank, Heritage Bank, Bank of America, and Whidbey Island Bank, which could be convenient for additional financial needs.
What nearby restaurants are there around Edward Jones for dining options?
Nearby dining options include Tonysbbq House, Mestizo Mexican Restaurant, BAB’s Table, and Magnolia Comfort Food, great for a meal before or after your visit.
If I want to relax or get pampered after visiting Edward Jones, which nearby places can I go to?
You can visit The Plum House Salon for beauty services or Coyote Creek Massage & Wellness for massage therapy and wellness.
Are there other financial advisors or related professionals near Edward Jones - Aubrey Wilson?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Yulia Garrison and John J. Lee, CPA Offices for accounting and financial services.