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: Jeff Allen
2915 McCarver St, Tacoma, WA
98403, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- SSsandra smithOct 21, 20215.0Jeff and Kathy are an amazing team! They are always available no matter what your needs are! I have and would recommend going to them for your financial needs! Kathy is so attentive and always goes above and beyond! I can have piece of mind knowing with them my retirement needs will be taken care of! There's not enough stars to rate them! 🙂
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Allen
What services does Edward Jones - Financial Advisor: Jeff Allen provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jeff Allen located?
The office is located at 2915 McCarver St, Ste 101, Tacoma, WA 98403, USA.
What are the office hours for Edward Jones - Financial Advisor: Jeff Allen?
The office is open Monday through Thursday from 7:00 AM to 4:00 PM, Friday from 7:00 AM to 2:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Jeff Allen?
You can contact the office via phone at +1 253-572-0457 or by email at jeff.allen@edwardjones.com.
Does Edward Jones - Financial Advisor: Jeff Allen offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator available through their website to help clients prepare for their future.
Can I book a consultation with Jeff Allen online?
Yes, you can schedule a consultation through the online reservation link provided on their website.
What financial products are offered by Edward Jones - Financial Advisor: Jeff Allen?
They provide services including stock and bond brokerage, investment management, and financial advising.
Are there any other Edward Jones financial advisors nearby?
Yes, Edward Jones - Financial Advisor: Melissa Newell, AAMS® is located nearby, offering similar financial advisory services.
What restaurants are near Edward Jones - Financial Advisor: Jeff Allen for dining options?
Cafe Divino is a nearby restaurant where clients can enjoy a meal before or after their visit to the financial office.
What nearby places can I visit to relax or shop after my appointment?
You can visit Tacoma Wine Merchants, a nearby wine bar and liquor store, or browse publications at South Sound Magazine.