Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™

5.0
8 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™
1556 N Wenatchee Ave, Wenatchee, WA
98801, United States

Hours

Reviews

5.0
8 reviews
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8
4 stars
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  • BM
    Bruce Matson
    Oct 8, 2021
    5.0
    Al is one awesome dude! Always a pleasure to speak to. Extremely efficient and knowledgeable. Our portfolio has never been better. We recommend Al as a financial advisor and friend 100%. Thank You Al for being You!
  • MM
    Mark
    Oct 7, 2021
    5.0
    Al has been extremely useful in helping us establish, maintain, execute and adapt our retirement fund scenario. He’s personable, professional, patient, knowledgeable and willing. He keeps on top of trends in the markets, helps us make useful decisions regarding our portfolio, and does exactly what you always hope a fund manager will do for you in volatile markets: be wise and take deep breathes. In my opinion he could make an excellent clinical psychologist as well! Can’t say enough good things about Al and Edward Jones.
  • TS
    Tyler Stumke
    Feb 1, 2021
    5.0
    So al has been with my family now for three generations. Simply put in financially trying times, we trust him.
  • RC
    Rita Cortese
    Jun 12, 2018
    5.0
    Al has been our financial advisor for the last few years. When my husband passed away last year, he was right there to help me with details not associated with a financial advisor. He visited me at my home when i didn't feel like leaving the house. He checked up on me to make sure i was coping. He knows his job and does it very well He has made me feel comfortable that i will be able to live on my small portfolio for the rest of my life. His assistant, Michele is just as fantastic and willing to help as he is. If you are looking for a financial advisor -- look no further than Al and Michele.
  • RH
    Renée D Henderson
    Jun 2, 2016
    5.0
    Al is absolutely amazing! He has really helped explain everything in laymens terms and give us encouragement and direction toward the personal goals we have. Plus, I love his Christ-loving heart!

Frequently Asked Questions About Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™

What financial services does Edward Jones - Financial Advisor: Al Adan offer?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client goals.

What are the regular business hours of Edward Jones - Financial Advisor: Al Adan?

The office is open Monday to Thursday from 7:30 AM to 5:00 PM, on Friday from 7:30 AM to 1:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.