Keywords: Financial edward jones financial advisor: daniel evans aams® wa

Edward Jones - Financial Advisor: Daniel Evans, AAMS® - Everett (WA)

Address: 🏡 2927 Colby Ave Suite 200, Everett, WA 98201, USA
Phone : +1 (425) 258-6434
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJnVUeL_wFkFQR45M1C74vD84
#Washington

Fortis Financial Group - Bellevue

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!
5 /5
edward jones  financial advisor: troy w kunz cfp®|aams® wa

Edward Jones - Financial Advisor: Troy W Kunz, CFP®|AAMS® - Anacortes

Don R My familys been doing business with Edward Jones Investments in Anacortes Washington from this office since 2012. Troy, Kristen & Tiffannie are the kind of team I like to work with! if I have a question about anything regarding my stocks or trust accounts? theyre always there Troy has a spot on answer that works every time. He keeps me up to date with the US economy and how it affects my investments as the years progress. In many ways they are an extension of our family, always professional with friendly service. Best of health and happiness in the new year 2024 dkr. Tonopah, AZ
5 /5

Edward Jones - Financial Advisor: Rob Bruce, CFP®|AAMS® - Puyallup

Cyndee Rayburn-Smith Rob and Beckie are exceptional! Investing and preparing for retirement can be daunting, but Rob and Beckie walked us through this process over the years with open arms and the wealth of knowledge necessary to help us make good decisions. We started investing for retirement a little late in life, but Rob advised us step by step, worked with the financial situation we were in, and has now seen us through fruition. Working with Rob and taking the advise he offered has put us exactly where we need to be, and we were able to retire on our projected date with amble assets. This relsationship is not over yet. We will continue to work with Rob and Beckie moving froward. They have become family... Bruce and Cyndee Smith
5 /5