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: Mina Gomez, CEPA®
111 S Mission, Wenatchee, WA
98801, United States
Hours
Reviews
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- KPKatie PersonFeb 24, 20255.0Mina is fantastic, my partner and I both work with her in planning for our future. My mom and my brother work with her as well and I have a couple of friends that also work with her. She is amazing at what she does, has a huge heart and works really hard for the people that trust her with their financial goals. I cannot recommend her enough.
- SWSandy WilsonNov 22, 20215.05 star for sure ,ive never had anyone care so much about my goals and my financial concerns .Mina cares about her clients and there well beeing. Iam very pleased with her work.
- EOEmily OliverNov 5, 20205.0Mina is the best. Period. My husband and I moved our investments to Edward Jones that we'd held at another company for 10+ years after one meeting with Mina. The professionalism, kindness, and genuine care for not only OUR future, but also for our twins' impressed me. Mina is the real deal. Her ability to forecast investment wins, her prompt responses, detailed plans and explanations won me over. The care Mina provided for my grandmother's estate initially peaked my interest, and introduced me to Edward Jones. Mina, I cannot thank you enough for bringing us into your Edward Jones family (everyone at the office is wonderful) and for taking such beautiful care of our family! To many years of working together!
- JHJessie HealeyOct 2, 20205.0Mina and her office staff are the nicest, most caring, dedicated, honest people ever. One of the many reasons I am so happy with this office is that Mina treats me like a friend. She really cares about me, as a person. She takes time to explain everything in a very clear and professional way. As a widow with two young kids at home my future and finances is always on my mind. Mina has put my stress at ease and put me on a path that allows me to feel successful. She is very professional and a person I trust entirely. I can not say enough positive things about Mina Gomez and her office staff. I am client for life !!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Mina Gomez, CEPA®
What financial services does Edward Jones - Financial Advisor: Mina Gomez offer?
Edward Jones - Financial Advisor: Mina Gomez offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and face-to-face financial advising tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Mina Gomez located?
The office is located at 111 S Mission, Wenatchee, WA 98801, US.
What are the regular business hours of Edward Jones - Financial Advisor: Mina Gomez?
The business is open Monday to Thursday from 7:30 AM to 4:30 PM, and Friday from 7:30 AM to 2:30 PM. It is closed on Saturdays and Sundays, but appointments can be scheduled on Saturdays by request.
How can I contact Edward Jones - Financial Advisor: Mina Gomez?
You can contact them by phone at +1 509-665-9909 or email at mina.gomez@edwardjones.com.
Can I schedule a consultation with Mina Gomez online?
Yes, you can schedule a consultation via their online contact page: https://www.edwardjones.com/us-en/financial-advisor/mina-gomez/contact/
Does Edward Jones provide retirement planning tools?
Yes, they offer a Retirement Savings Calculator available on their website to help clients prepare for their financial future.
How does the location near Wenatchee Valley Museum & Cultural Center benefit clients?
Clients visiting Edward Jones can enjoy nearby cultural experiences at the Wenatchee Valley Museum & Cultural Center before or after their appointments, making their visit to downtown Wenatchee more enriching.
Are there nearby financial institutions to Edward Jones - Financial Advisor: Mina Gomez for additional banking needs?
Yes, nearby financial institutions include KeyBank, WaFd Bank, and Washington Federal, which can support clients with banking and loan services complementary to investment advising.
What local amenities are close to Edward Jones - Financial Advisor: Mina Gomez for client convenience?
Clients can find nearby amenities including Rowland's Barbershop for grooming needs, The Human Bean cafe for refreshments, and Parklet restaurant for dining, making visits more convenient and enjoyable.
What languages does Edward Jones - Financial Advisor: Mina Gomez support?
The office provides services in English to accommodate their clients' needs.