Edward Jones - Financial Advisor: Tammy M Holten - Lake Stevens, Washington

Edward Jones - Financial Advisor: Tammy M Holten

Edward Jones is a well-established financial services firm that offers personalized investment solutions to individuals and families. Tammy M Holten, the financial advisor at this location, is dedicated to helping her clients achieve their financial goals through a range of expertly crafted investment strategies. Located at 517 9th St NE Suite 51, Lake Stevens, WA 98258, the office is easily accessible and offers a welcoming atmosphere for clients to discuss their financial needs.

The team at Edward Jones focuses on providing comprehensive financial planning services, including retirement planning, tax-efficient investing, estate planning, and risk management. Tammy M Holten and her colleagues are committed to understanding each client's unique financial situation and developing tailored solutions to meet their specific needs.

In addition to their expertise in financial planning, Edward Jones also offers a range of investment products and services, including mutual funds, stocks, bonds, and annuities. The firm is known for its commitment to client education, providing resources and guidance to help clients make informed decisions about their investments.

To schedule an appointment with Tammy M Holten or to learn more about the services offered at this Edward Jones location, clients can contact the office directly at 425-322-4697 or visit the Edward Jones website.

Specialties at this location include financial consulting, finance brokering, investment services, and stock brokerage. The office is also equipped with wheelchair-accessible entrances, parking lots, and restrooms, making it convenient for clients with mobility needs.

Edward Jones has received excellent reviews from satisfied customers, with an average rating of 5 out of 5 stars on Google My Business. Clients appreciate the personalized attention and expert guidance provided by Tammy M Holten and her team, as well as the firm's commitment to helping them achieve their long-term financial goals.

With its convenient location, skilled financial advisor, and comprehensive range of services, Edward Jones - Financial Advisor: Tammy M Holten is well-positioned to assist clients in Lake Stevens and the surrounding areas with their financial planning needs.

👍 Reviews of Edward Jones - Financial Advisor: Tammy M Holten

Whitney C.

5/5

I have had the privilege of working with Tammy Holten for many years, beginning in my 20s. Now in my 30s, I can confidently say that her expertise and strategic financial planning have put me on a strong path toward financial security and a well-prepared retirement.

From the start, she took the time to understand my financial goals, educating me on the importance of diversification and long-term growth. Thanks to her guidance, I now have a robust portfolio, including 403(b)s, Roth IRAs, and other investment vehicles tailored to my future retirement. Beyond retirement planning, she has also helped me establish a well-structured emergency fund and make smart investment choices in 529 college savings plans and custodial accounts for my children.

Her professionalism, proactive approach, and genuine commitment to my financial well-being have been invaluable. She doesn't just manage investments--she empowers her clients with knowledge and confidence in their financial decisions. I highly recommend her to anyone looking for a trusted advisor who can help them build and secure their financial future.

Daniel P.

5/5

Friendly common sense discussion that allowed us to make informed decisions regarding our retirement plans.

Elizabeth C.

5/5

Vicki L.

5/5