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Edward Jones - Financial Advisor: Matt Shannon
- Financial Services
- Kirkland, 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
10128 Main St, Kirkland, WA, 98011, 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 |
We have been using Matt for years. Him and the staff are fantastic.
My experience is as follows. First, the investment planning software seemed very one dimensional in its output. I’m not convinced the software actually takes into account my risk tolerance when coming up with an investment plan. Second, I’m generally skeptical of being told to ‘put all my money in the market’. Third, when I found out that the branch opened a $0 account in my name, I requested the account to be closed but the branch failed to close the account until I engaged the corporate office and filed a verbal complaint.... read more
My experience is as follows. First, the investment planning software seemed very one dimensional in its output. I’m not convinced the software actually takes into account my risk tolerance when coming up with an investment plan. Second, I’m generally skeptical of being told to ‘put all my money in the market’. Third, when I found out that the branch opened a $0 account in my name, I requested the account to be closed but the branch failed to close the account until I engaged the corporate office and filed a verbal complaint.... read more
Frequently asked questions about Edward Jones - Financial Advisor: Matt Shannon
How is Edward Jones - Financial Advisor: Matt Shannon rated?
Edward Jones - Financial Advisor: Matt Shannon has a 2.3 star rating with 3 reviews.
When is Edward Jones - Financial Advisor: Matt Shannon open?
Edward Jones - Financial Advisor: Matt Shannon is closed now. It will open on Monday at 9:00 a.m.
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