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: Heather A Lewis, CFA®|CPWA®
612 Harrison St, Sumner, WA
98390, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Heather A Lewis, CFA®|CPWA®
What personalized financial services does Edward Jones - Financial Advisor Heather A Lewis offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Heather A Lewis for a financial consultation?
You can contact Heather A Lewis by phone at +1 253-863-1027 or email at heather.lewis@edwardjones.com.
Where is Edward Jones - Financial Advisor Heather A Lewis located?
The office is located at 612 Harrison St, Suite 200, Sumner, WA 98390, United States.
Can I schedule an appointment with Heather A Lewis online?
Yes, you can schedule an appointment through the contact page at https://www.edwardjones.com/us-en/financial-advisor/heather-lewis/contact/.
Does Edward Jones offer any digital tools for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help manage your investments conveniently.
What investment products and services are available at Heather A Lewis's office?
Services include stocks and bonds, investment management, and personalized financial advising.
Which nearby places can I visit after my consultation at Edward Jones?
After your visit, you can explore Sumner Link Trail for hiking, or visit Malachite Massage and Wellness for relaxation, both located near Edward Jones.
Are there financial or real estate services near Edward Jones to complement your visit?
Yes, nearby services include Barrans Realty and multiple mortgage brokers like Kirk Shuler and Jim Hagen - CMG Home Loans for your real estate needs.
Can I find any grocery or dining options close to Edward Jones?
Yes, Hawaii's Own is a nearby grocery store where you can shop or grab a bite before or after your appointment.
Does Edward Jones prioritize privacy and security for client information?
Yes, Edward Jones is committed to protecting client data; details are available on their Privacy and Security page.