Edward Jones - Financial Advisor: Greg Strite, CFP®|CIMA®|AAMS®
3.76 reviews
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: Greg Strite, CFP®|CIMA®|AAMS®
20011 Ballinger Way NE, Shoreline, WA
98155, United States
Hours
Reviews
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- SIS a a iJun 11, 20251.0Save your time and energy. This company's customer service team is very disappointing
- CWC WAug 22, 20235.0Greg is a phenomenal financial advisor. He is experienced, professional, and knowledgeable. And then what sets Greg apart is his demeanor, kindness, communication and his patience. My husband and I are clients, with different levels of understanding (he knows a lot, I know practically nothing) about the financial world. Greg is easily able to discuss strategies and concepts with both of us, communicating with my husband at his more advanced level while also making things easy for me to understand. He has always been accommodating and helpful, even when we were just starting out and didn't have much to invest -- I never felt like we were treated "less than" compared to more affluent clients. He is responsive to the wildly different levels of risk tolerance my husband and I have. Greg also has a terrific office administrator (Anne), so whether you are working with Greg or Anne you'll get responsive service and friendly communication.
- CCChris ConnollyApr 1, 20215.0Greg is professional and engaged. I am confident that he has my best interest always first. I have been doing business with him for approximately 10 years now.
- LBLeeAnne BurkJun 9, 20205.0I have been a client for a few years and have been very happy. He checks in, and is easy to reach when I have questions or concerns. Most important though, he finds what works for me.
- CPCourtney La PierreJul 19, 20181.0this man has come to our home multiple times in the last year even after being told by EVERY member of our family that we do not want his business and that he isn’t allowed on our property. Yet every 3 months it seems he shows back up acting like we forgot his face or what he is trying to sell. If you continue to come by our property we will take legal action against you
Frequently Asked Questions About Edward Jones - Financial Advisor: Greg Strite, CFP®|CIMA®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Greg Strite?
The office is open Monday to Thursday from 8:30 AM to 5:30 PM, and on Friday from 8:30 AM to 3:00 PM by appointment only. It is closed on weekends.
Where is Edward Jones - Financial Advisor: Greg Strite located?
The office is located at 20011 Ballinger Way NE, Suite 201, Shoreline, WA 98155, United States.
What financial services does Edward Jones - Financial Advisor: Greg Strite offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
How can I contact Greg Strite for a financial consultation?
You can contact Greg Strite via phone at +1 206-361-3712 or by email at greg.strite@edwardjones.com.
Is there an online way to schedule an appointment or contact Edward Jones - Financial Advisor: Greg Strite?
Yes, appointments and contacts can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/greg-strite/contact/.
Does Edward Jones - Financial Advisor: Greg Strite offer any digital tools for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS for financial management and services.
What languages are supported at Edward Jones - Financial Advisor: Greg Strite?
Services are offered in English.
What nearby financial institutions can clients visit when visiting Edward Jones at this location?
Clients can visit nearby financial institutions like BECU credit union, Sterling Bank, and Umpqua Bank, which are close to the Edward Jones office.
Are there any nearby dining options for clients visiting Edward Jones - Financial Advisor: Greg Strite?
Yes, nearby dining options include Mexican restaurants like Todo Mexico and Las Brasas Del Volcan, as well as cafes like Supreme Bean Espresso and fast food at Extramile.
What health and wellness services are located near Edward Jones - Financial Advisor: Greg Strite?
Nearby health-related services include The Vasectomy Center (hospital and family practice), Reign Dental, Ideal Dental, and Rejuvenation Medical offering medical and beauty treatments.