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: Max Staples, CFP®|AAMS®
3904 Terrace Heights Dr, Yakima, WA
98901, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- SCStaci CahillAug 24, 20155.0I have been working with Max Staples for a little over a year now. He is a wealth of knowledge and very patient. He takes time to educate his clients and helps you become an active participant in the process. I love how Max listens to what I have to say and understands what I am looking to gain and easily advises me to achieve my goals. Whether you have years of experience with a financial advisor or you are just getting getting started Max will meet you where you are and guide you to the next level. I highly recommend all to take advantage of his knowledge and sit down with Max before you make your next financial decision.
- JLJim LeeAug 6, 20155.0Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.
- DNDominika NearyAug 5, 20155.0Max makes all the financial mumbo jumbo easy to understand and is very patient with all questions. He helped me invest my money in a way that will allow it to grow exponentially. I trust that he has my best interests in mind and would not hesitate to refer him to family and friends.
- JAJody AamoldAug 5, 20155.0I started with Max 2 years ago right after he started with Edwards Jones. I love how easy he is to understand in explain finances to me. He always keeps me up to date with what's going on with my portfolio, and can call anytime with any question I may have and he gets back to me promptly. I know he will be around for a long time to take care of me and my family.
- AAAvery AutomotiveJun 5, 20145.0Max took the time to find out my goals. I appreciate the time and attention to detail. I will continue to use him for many years to come and I will recommend him to all my friends and family.
Frequently Asked Questions About Edward Jones - Financial Advisor: Max Staples, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Max Staples offer?
Max Staples provides personalized investment services including financial advising, investment management, and stock & bond brokerage tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Max Staples located?
The office is located at 3904 Terrace Heights Dr, Suite B, Yakima, WA 98901, USA.
What are the business hours for Edward Jones - Financial Advisor: Max Staples?
The office is open Monday through Thursday from 7:00 AM to 4:00 PM and Friday from 7:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Max Staples at Edward Jones?
You can reach Max Staples by phone at +1 509-428-7162 or via email at max.staples@edwardjones.com.
Can I book a consultation appointment online?
Yes, appointments can be scheduled online through the Edward Jones contact page for Max Staples.
What languages are spoken at Edward Jones - Financial Advisor: Max Staples?
Services are offered in English.
Is there a mobile app available for accessing Edward Jones services?
Yes, there are apps available for both Android and iOS devices to assist with Edward Jones services.
Are there any nearby places where I can grab a meal before or after my appointment?
Yes, nearby dining options include Papa Murphy's Take 'N' Bake Pizza, J S Asian Flaming Grill, Subway sandwich shop, Papa Baird's American restaurant, and Debbies Catering Services.
What local businesses are near Edward Jones that could be useful to customers?
Nearby businesses include Klassy Stylz beauty salon, Terrace Heights Dental Center, Banner Bank, and Western Union money transfer services, which customers might find convenient when visiting.
Are there fitness or wellness centers close to Edward Jones in Yakima?
Yes, nearby wellness centers include VIBE Group Fitness gym, Fitness with Nathan yoga studio, and Core Balance Yoga & Massage for fitness and relaxation needs.