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: Chris Bernardi, RICP®|AAMS®
111 W North River Dr, Spokane, WA
99201, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
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1 star0
- PMPatricia McManusNov 13, 20235.0I have been with Chris for over five years. He and his staff have always been very helpful and nice
- KSKim SchultzMay 1, 20235.0I have know Chris for a long time and have always found him trustworthy, honest and dedicated. He meets with us regularly to review our portfolio to ensure we are on track with our investment goals. He contacts us directly when something in the US or world has a major affect on the market to provide us guidance and information to make, or not make, changes in our strategy. He and his team are constantly sending out reading material to keep us update to date on the happenings within the market, and holds in-person seminars with individuals who specialize is specific subjects such as taxes and what to know before you retire. When I had a pension payout, I asked Chris to invest it for me, and I continue to watch it grow. We have put our trust in Chris as he continues to watch out for our best interest and meets our expectations each and every year.
- KDKelly DorfnerJan 27, 20215.0Chris Bernardi has been very perfessional. We trust him to make good decisions with our money which he has. He is very open and honest. We appreciate him very much!!
- SWSteve WOct 23, 20195.0I have the good fortune of being able to refer my estate planning clients to Chris Bernardi. Chris possesses a depth of knowledge surrounding financial services and also has a genuine concern for the well-being of people. Whether it is a family with young children planning for the future, a person facing the future without a spouse who passed away, or a couple planning to transition to retirement, Chris has served many of my clients well. I am grateful and recommend his without reservation.
- DRDana ReinkeSep 25, 20195.0Chris and his team are amazing. My hubby and I came to him with our retirement accounts "all over the place" and he took the time and energy to help us get organized. He actually listens, asks all the right questions, and provides top of the line financial services. The Edward Jones platform is fantastic and really helps you see exactly where you are at, and what you need to do to get where you want to be financially in the future. We highly refer Chris Bernardi as your Edward Jones Financial Advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Bernardi, RICP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Chris Bernardi offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Chris Bernardi?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Chris Bernardi located?
Their office is located at 111 W North River Dr, Ste 201, Spokane, WA 99201, USA.
How can I contact Chris Bernardi, the financial advisor at Edward Jones?
You can reach Chris Bernardi by phone at +1 509-926-9807 or via email at chris.bernardi@edwardjones.com.
Does Edward Jones - Financial Advisor: Chris Bernardi provide online tools for retirement planning?
Yes, they offer a retirement savings calculator available online to help clients plan for their financial future.
Where can I book an appointment with Chris Bernardi at Edward Jones?
Appointments can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/chris-bernardi/contact/.
What language services are available at Edward Jones - Financial Advisor: Chris Bernardi?
Services are offered in English.
Are there any nearby real estate agencies close to Edward Jones - Financial Advisor: Chris Bernardi?
Yes, nearby real estate agencies include Sheila Benak Real Estate, Mike Bass Associates - CENTURY 21 Beutler & Associates, and Madison Molan Century 21 Beutler & Associates.
What nearby dining options are available near Edward Jones - Financial Advisor: Chris Bernardi?
Nearby dining includes Osprey Restaurant & Bar, Osprey Bbq, and Ripples Riverside Bar & Grill, offering a variety of American and barbecue cuisine.
Are there any nearby hotels for clients visiting Edward Jones - Financial Advisor: Chris Bernardi?
Yes, nearby hotels include Oxford Suites Spokane and Holiday Inn Express Spokane-Downtown, convenient for visitors.