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Edward Jones - Financial Advisor: William Westfall
- Financial Services
- Meridian, ID
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
1500 W Cayuse Creek Dr Ste 175, Suite 175, Meridian, ID, 83646, 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 |
Bill Westfall took over my account in 2017 and immediately convinced me he could manage my portfolio better than letting it stay where it was. He sold my 40 shares of Tesla Stock worth 10K then. 3 and a half years later.... Tesla splits 5 to 1 and my value could have been over 100K now. What kind of Financial Advisor is that with no vision! I left Edward Jones within 2 months of his managing my portfolio.
I have had several financial advisors over the years and I’m so glad Bill and I found each other. I am not just a client, a person, a commission. I feel so valued and so well taken care of! So much more than I ever felt before. I made him wait for a year while I tested another company. My advice is don’t wait! You’re so unlikely to find someone who will take this kind of care and attention to you and have such reasonable fees. I cannot day enough good things. Bill always has by best interest and all my financial goals at hea... read more
Bill is truly a cut above your typical financial advisor. He wants to do more than just manage your money and retirement plans. He wants to make sure you understand as the client what you're engaged in. He is passionate about understanding your goals and also helping you understand the process. He makes investing in the future something that is enjoyable, not just to be endured. I would highly recommend him to anyone!
The service you get from Bill is second to none! He is a great teacher who takes the time to listen to your goals and puts a plan into place to help you reach them. He's able to break down some complicated concepts in a way that makes me feel comfortable and confident in my investments. If you're ready to plan for the future of you and your family, you've come to the right place.
Frequently asked questions about Edward Jones - Financial Advisor: William Westfall
How is Edward Jones - Financial Advisor: William Westfall rated?
Edward Jones - Financial Advisor: William Westfall has a 4 star rating with 4 reviews.
When is Edward Jones - Financial Advisor: William Westfall open?
Edward Jones - Financial Advisor: William Westfall is closed now. It will open on Monday at 9:00 a.m.
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