Edward Jones Investments

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Chelan, WA, Edward Jones Investments, led by Kim Dunbar, stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. The firm's core philosophy revolves around providing tailored solutions encompassing investment management, retirement and estate planning, and education savings programs. What sets them apart is their commitment to offering personalized guidance that caters to the unique needs of each client, ensuring a holistic approach to financial well-being. With a network of knowledgeable financial advisors spread across the country, Edward Jones Investments places a strong emphasis on fostering enduring relationships with their clients. By offering consultations and continuous support, the firm ensures that individuals are well-prepared for the various stages of life's financial journey. What truly distinguishes Edward Jones is their unwavering dedication to crafting individualized strategies that go beyond mere transactions, making comprehensive financial planning accessible and impactful for a diverse range of investors. Generated using this brand's available information

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