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Making Sense of Investing

General Info
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.
Hours
Regular Hours
Mon - Fri:
Services/Products
Stocks & Bonds, Investment Managers, Advisors
Brands
Maple Valley Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker
Payment method
company card, visa
Location
Wilderness Vlg
Social Links
Categories
Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

Reviews

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Overall

He came to my house in Auburn even though his office is in Maple Valley, very convenient! He was very knowledgable about my Boeing 401k and even helped me figure out my social security payments! Give Steve a call today -he'll come to you!

edtaylor

08/16/2012

Overall
Steve helped me set up college...

Steve helped me set up college savings for my kids, a roth for my wife (even though she doesn't work), and reviewed my 401k. He probably didn't make very much money from me but I certainly appreciated his help and didn't feel any pressure to buy anything. I'd recommend him to anyone that needs help getting their money in order.

bgrabhorn

08/16/2012

Overall
Very smart and helpful. No pr...

Very smart and helpful. No pressure sales, just listened to my needs. Hes the best in town!

msmith50221

04/22/2012

Provided by Citysearch - 
Overall
Good, honest advice from a great professional.

I'm about three years from retirement from Boeing and was scared that my 401k wasn't earning enough interest in the Stable Value fund. But I certainly wasn't ready to take a lot of risk and loose its value like some people I know did in 2008.

I met with Stephen after seeing his ""free review"" sign and am glad I did. Unlike other advisors who are quick to tell you to roll the money over asap, Stephen looked at the big picture of my retirement and recommended I keep my money at Boeing until I retire so I can still get a match. He also was very knowledgeable about the different options available in VIP and made some good suggestions for alternatives to Stable Value.

This kind of advise and selfless attention is what I was looking for and will be definitely bring my money over to him when I retire!