Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU®

(on commercial)
Financial and Investment Services in Bellingham, WA
Financial and Investment Services

Hours

Monday
8:00AM - 5:30PM
Tuesday
8:00AM - 5:30PM
Wednesday
8:00AM - 5:30PM
Thursday
8:00AM - 5:30PM
Friday
8:00AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

119 N Commercial
Bellingham, WA
98225

About

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.

Photos

Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® Photo Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® Photo

Services

  • Stocks & Bonds
  • Investment Managers
  • Advisors

Latest

Weekly Market Update https://bit.ly/2GHbFmN
5 Ways to Build a Strong Financial Foundation in Your 20s https://bit.ly/2SKLr52
Funding cancer research while riding your bike? That's a cause at Edward Jones we are proud to be behind! 2020 marks the 11th year Team Edward Jones has supported Pedal the Cause and raised over $3.4 million to fund cancer research. This year we're riding virtually – and if you're inspired to participate, join Team Edward Jones at https://bit.ly/3jxMn8R
When did you last assess your financial health? Learn healthy habits you can put into practice today to improve your financial confidence. https://bit.ly/3jztWRd
Weekly Market Update https://bit.ly/3lb6HgS
A Closer Look at Bonds https://bit.ly/33mldvU
Quarterly Market Outlook - 4th Quarter - 2020 Take a look at our perspective on market and economic topics. https://bit.ly/3oh4qD3
Weekly Market Update https://bit.ly/2Fr7KtN
October is National Save for Retirement Month. Here are some questions to consider as you prepare for this new chapter of life. https://bit.ly/2SQIDUf
What is socially conscious investing? What types of sustainable investment options are available? Are there any downsides? You've got questions, take a look at our answers. https://bit.ly/3nL5jDy
While the new normal creates new challenges, it also seems poised to accelerate trends that were already underway that could enhance productivity and drive efficiencies. Take a closer look at three broad, lasting changes that could result from the pandemic. https://bit.ly/2ST00E2
Serve clients, strengthen communities, champion associates and protect the planet. This is how our team of 49,000 Edward Jones associates make a positive impact. Take a closer look at our newest corporate citizenship report, which details how our investment in causes – from renewing our strategic alliance with the Alzheimer's Association to providing aid for COVID-19 relief– is making a difference for our clients, communities and with one another. https://bit.ly/34X1ouC
How We're Here For You During These Uncertain Times https://bit.ly/3frtaEq
We Understand Business Owners Here are some of the most common needs we see, along with the services we can provide to help address them. https://bit.ly/2IVi7Yu
Weekly Market Update https://bit.ly/334JEgX
Our Managing Partner Penny Pennington discusses the impact of the pandemic on retirees' money and key learnings that can bolster financial wellness. https://bit.ly/3fq73yj
How to Navigate the New Digital World https://bit.ly/3lGhdNN
Weekly Market Update https://bit.ly/3eWBPPi

Information

Company name
Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU®
Category
Financial and Investment Services
Est
1922

FAQs

  • What is the phone number for Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® in Bellingham WA?
    You can reach them at: 360-738-3454. It’s best to call Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® during business hours.
  • What is the address for Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® on commercial in Bellingham?
    Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® is located at this address: 119 N Commercial Bellingham, WA 98225.
  • What are Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU®(Bellingham, WA) store hours?
    Edward Jones - Financial Advisor: Terrell V Goertz, CFP®|ChFC®|CLU® store hours are as follows: Mon-Thu: 8:00AM - 5:30PM, Fri: 8:00AM - 4:30PM, Sat-Sun: Closed.