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: Courtney M Beckler, AAMS®
3907 Castlevale Road, Yakima, WA
98902, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Courtney M Beckler, AAMS®
What services does Edward Jones - Financial Advisor: Courtney M Beckler offer?
The office offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
How can I contact Courtney M Beckler for financial advice?
You can contact Courtney M Beckler by phone at +1 509-965-2300 or by email at courtney.beckler@edwardjones.com.
Where is Edward Jones - Financial Advisor: Courtney M Beckler located?
The office is located at 3907 Castlevale Road, Suite 200, Yakima, WA 98902, United States.
Does Edward Jones - Financial Advisor: Courtney M Beckler offer an online appointment booking?
Yes, you can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/courtney-beckler/contact/.
What languages are supported by the financial advisor Courtney M Beckler?
The services are provided in English.
Are there mobile apps available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available on Android and iOS to help manage your investments.
What nearby financial service providers are close to Edward Jones in Yakima?
Nearby financial service providers include Baird Private Wealth Management, The Bohoskey Group, The North Ridge Group, and Morgan Stanley Financial Advisors.
Are there any medical or health-related facilities near Edward Jones - Financial Advisor: Courtney M Beckler?
Yes, nearby medical facilities include Family Vision Care, Valley Dermatology Associates, Orthopedic Physical Therapy, and MultiCare Yakima Memorial Infusion Care.
Which nearby organizations might be helpful if I need legal or insurance advice alongside financial planning?
Nearby options include HUB International for insurance services and Johnson & Johnson Law Firm for legal advice.
How can I prepare for my retirement with Edward Jones?
You can try the retirement savings calculator provided by Edward Jones at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your future.