Edward Jones - Financial Advisor: Max Staples, AAMS™ - Yakima, Washington

Address: 3904 Terrace Heights Dr Suite B, Yakima, WA 98901.
Phone: 5094522895.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Max Staples, AAMS™

Edward Jones - Financial Advisor: Max Staples, AAMS™ 3904 Terrace Heights Dr Suite B, Yakima, WA 98901

☎️5094522895

⏰ Open Hours of Edward Jones - Financial Advisor: Max Staples, AAMS™

Monday: 7 AM–4 PM
Tuesday: 7 AM–4 PM
Wednesday: 7 AM–4 PM
Thursday: 7 AM–4 PM
Friday: 7 AM–3 PM
Saturday: Closed
Sunday: Closed

Edward Jones - Financial Advisor: Max Staples, AAMS™

Edward Jones is a well-established financial services firm, with a local presence in Yakima, WA. The company is managed by Max Staples, a reputable financial advisor who holds the AAMS™ (Accredited Asset Management Specialist) designation. Max and his team specialize in providing personalized financial planning and investment services to help clients achieve their long-term financial goals.

Location and Contact Details:

Address: 3904 Terrace Heights Dr Suite B, Yakima, WA 98901

Phone: 5094522895

Website: edwardjones.com

Specialties and Services:

Financial consultant
Finance broker
Investment service
Stock broker

Accessibility and Other Points of Interest:

Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

Reviews and Opinions:

Edward Jones has received 7 reviews on Google My Business, with an impressive average rating of 5/5 stars. Clients appreciate the personalized attention and expert guidance provided by Max Staples and his team in helping them make informed financial decisions and build a strong investment portfolio.

👍 Reviews of Edward Jones - Financial Advisor: Max Staples, AAMS™

Edward Jones - Financial Advisor: Max Staples, AAMS™ - Yakima, Washington

Staci C.

5/5

I have been working with Max Staples for a little over a year now. He is a wealth of knowledge and very patient. He takes time to educate his clients and helps you become an active participant in the process. I love how Max listens to what I have to say and understands what I am looking to gain and easily advises me to achieve my goals.
Whether you have years of experience with a financial advisor or you are just getting getting started Max will meet you where you are and guide you to the next level.
I highly recommend all to take advantage of his knowledge and sit down with Max before you make your next financial decision.

Jim L.

5/5

Max gave my 18 year old son a Financial 101 seminar, instructing him on the importance of starting to invest early as he explained the time value of money. Growing financial intelligence is a big part of what Max does. He is also honest and straight-forward....the kind of person who is easy to refer.

Tom S.

5/5

Max has a really good understanding of financial planning, and how to help achieve financial goals. He takes time to ask the right questions to understand what your goals are and helps layout a plan to achieve them. Sit down with him, and you'll know why I rated him 5 stars!

Remember the past, plan for the future, and live for today!

Dominika N.

5/5

Max makes all the financial mumbo jumbo easy to understand and is very patient with all questions. He helped me invest my money in a way that will allow it to grow exponentially. I trust that he has my best interests in mind and would not hesitate to refer him to family and friends.

Jody A.

5/5

I started with Max 2 years ago right after he started with Edwards Jones. I love how easy he is to understand in explain finances to me. He always keeps me up to date with what's going on with my portfolio, and can call anytime with any question I may have and he gets back to me promptly.
I know he will be around for a long time to take care of me and my family.

Stephen L.

5/5

I know Max through business networking.I find him to be honest,trustworthy,and respectable.He keeps up to date on what is going on in the financial world and desires to share his knowledge.Max is concerned about seniors and there investments.I feel he looks out for me and that is why he is my only investment banker

Avery A.

5/5

Max took the time to find out my goals. I appreciate the time and attention to detail. I will continue to use him for many years to come and I will recommend him to all my friends and family.