Keywords: Financial edward jones financial advisor: scott d holt cfp®|aams® wa

Edward Jones - Financial Advisor: Scott D Holt, CFP®|AAMS® - Yakima (WA)

Address: 🏡 4001 Summitview Ave Suite 23, Yakima, WA 98908, USA
Website: https://www.edwardjones.com
Phone : +1 (509) 652-2688
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJa3v2XuPXmVQRUjDtpbB6tpY
#Washington

Charles Schwab - Bellevue

Peter Pecora Had to transfer some stock certificates, and the staff at the Bellevue office were terrific to work with. They carefully reviewed the forms and noted where there was missing information. And then Jasmine and Cassidy quickly finalized the packet so it could be sent in that days overnight mail. The short-term parking and validated longer term parking makes it easy to go to their office. Highly recommend this very professional team!
5 /5

Edward Jones - Financial Advisor: Scott T Hoagburg - Airway Heights

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!
5 /5

Bowman Financial Group - Olympia

Trish West Awesome! Mike is great, highly recommended!
5 /5

Edward Jones - Financial Advisor: Jorrell J Meyer, AAMS® - Yakima

Fred Thomson busy place sat in car and watched how many customwrswalmed in and out. We several in short time.
5 /5