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: Lori L Morgan, AAMS®
1717 Olympic Hwy N, Shelton, WA
98584, United States
Hours
Reviews
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- TRTracy Mettier, RealtorJan 24, 20215.0On an amazing journey saving for my retirement with Lori who is patient and explains everything! Great adviser to have on your side!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lori L Morgan, AAMS®
What are the primary investment services offered by Edward Jones - Financial Advisor: Lori L Morgan, AAMS®?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, and investment management tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Lori L Morgan, AAMS® located?
The office is located at 1717 Olympic Hwy N, Suite 100, Shelton, WA 98584, United States.
What are the business hours for Edward Jones - Financial Advisor: Lori L Morgan, AAMS®?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:30 PM, and is closed on Sundays and Saturdays (open by appointment only on Saturdays).
How can I schedule an appointment with Lori L Morgan at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lori-morgan/contact/.
Is there a way to calculate if I am retirement ready using Edward Jones resources?
Yes, Edward Jones offers an online retirement savings calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported by Edward Jones - Financial Advisor: Lori L Morgan, AAMS®?
The financial advisory services are provided in English.
Can I contact Edward Jones - Financial Advisor: Lori L Morgan, AAMS® via email or phone?
Yes, you can reach them by phone at +1 360-432-8965 or by email at lori.morgan@edwardjones.com.
Are there any nearby dining options close to Edward Jones for clients visiting the area?
Yes, nearby dining options include Sweet Lila's Snowcones, a food truck and restaurant, and Tacos La Oaxaquena, a Tex-Mex and Mexican restaurant food truck, both ideal for a quick meal before or after your visit.
What nearby services can complement my visit to Edward Jones - Financial Advisor, such as insurance or financial professionals?
Nearby you will find Horizon Insurance Agency LLC for auto and home insurance needs, and Bowman Financial Group offering insurance and professional services, which can complement your financial planning with Edward Jones.
Are there any wellness or therapy centers close to Edward Jones - Financial Advisor: Lori L Morgan, AAMS®?
Yes, there are wellness and therapy providers nearby such as Massage by Pook offering massage and therapy services, and Shelton Counseling providing family counseling and mental health support.