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.
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Edward Jones - Financial Advisor: Scott Davis, AAMS®
Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience I've had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... he's pretty epic! He's like having a finance guru and life coach all wrapped up in one.... and he's patient, and kind... a real treasure.
I seriously can't remember the last time I got a handwritten letter from someone who wasn't my spouse/partner. lol Call him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott Davis, AAMS®
What financial services does Edward Jones - Financial Advisor: Scott Davis, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage.
Where is Edward Jones - Financial Advisor: Scott Davis, AAMS® located?
It is located at 2026 Olympic Hwy N, Ste 204, Shelton, WA 98584, USA.
What are the office hours for Edward Jones - Financial Advisor: Scott Davis, AAMS®?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I contact Scott Davis at Edward Jones for financial advice?
You can call the local phone number at +1 360-426-8054 or email scott.davis@edwardjones.com for inquiries or appointments.
Is it possible to make an appointment online with Scott Davis?
Yes, you can schedule an appointment through the contact page at Edward Jones' website for Scott Davis: https://www.edwardjones.com/us-en/financial-advisor/scott-davis/contact/
Does Edward Jones have a mobile app for managing my investments?
Yes, Edward Jones offers apps for both Android and iOS devices which can be downloaded from their respective app stores.
How does Edward Jones ensure personalized financial advice?
Edward Jones provides tailored advice through face-to-face consultations designed to fit the individual needs and goals of their clients.
What nearby beauty and wellness services are available around Edward Jones in Shelton?
Nearby you can find beauty and spa options such as Brows by Susan, Madie's Hair, Jennifer’s hair, Brooke at L.A. Hair Dezign, and Sweet Thyme Massage Studio, perfect for your grooming or relaxation before or after your financial meeting.
Are there medical facilities near Edward Jones in Shelton?
Yes, Providence Regional Cancer System - Shelton and Dove Sleep Center are close by, which could be helpful if you need medical support while managing your financial planning.
What nearby real estate services might complement my visit to Edward Jones for financial planning?
Nearby real estate professionals include RE/MAX Top Executives, Angela Barnes - RE/MAX, Sue Garrick Homes For Sale Shelton Wa, Kamie Sawtell, Lori Brady, and Shelly Dunnington - REMAX Top Executives, which could assist with property investments aligned with your financial goals.