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Edward Jones - Financial Advisor: Chad A Mortenson
- Financial Services
- Seattle, WA
About this business
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.
Location details
5000 30th Ave NE Ste 104, Unit 104, Seattle, WA, 98105, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
He is an amazing honest financial advisor.
Been with Chad for over 5 years now. Really enjoy not only doing business but building a great relationship with him. Seems to always be available and give me his time without feeling like I'm just another client of his.
I recently went to Chad for advice on a complex financial situation involving multiple households in different states, an inheritance, and an elderly parent with debt and a reverse mortgage, at a time when I was planning for a move and a new job. I was feeling confused and overwhelmed. Chad was a tremendous help. He explained to me how many of the elements of the estate transfer would happen, including taxes and general legal implications; and outlined to me which pieces of information or forms I’d need to resolve the others... read more
Frequently asked questions about Edward Jones - Financial Advisor: Chad A Mortenson
How is Edward Jones - Financial Advisor: Chad A Mortenson rated?
Edward Jones - Financial Advisor: Chad A Mortenson has a 5 star rating with 4 reviews.
When is Edward Jones - Financial Advisor: Chad A Mortenson open?
Edward Jones - Financial Advisor: Chad A Mortenson is closed now. It will open on Monday at 9:00 a.m.
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