Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Lori L Morgan, AAMS® - Shelton (WA)

Address: 🏡 1717 Olympic Hwy N #100, Shelton, WA 98584
Phone : +1 (360) 432-8965

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJr8BDG7iXkVQR-ZFIwPgRFQw

Others Near Shelton,WA

  • Top 8 Financial Advisors in Shelton, WA

    09-2025 Edward Jones - Financial Advisor: Lori L Morgan, AAMS® in Top 8 Financial Advisors in Shelton, WA
    • Edward Jones - Financial Advisor: Eric R Thompson, CFP® - Shelton
    A G: This is a great office. They truly care about their clients and their community
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    Edward Jones - Financial Advisor: Scott Davis, AAMS® - Shelton
    Victrinia Ridgeway: Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.
    Our Community Credit Union - Shelton
    Antoinette Longshore: i always have a great experience at our shelton locations! my mom and i have been going through them for years! i had a great customer service experience with Alex MD (teller) today which motivated me to leave this review:) THANKS OCCU!
    Bowman Financial Group - Olympia
    Trish West: Awesome! Mike is great, highly recommended!
    Mason Health Patient Financial Advocates - Shelton
    HARVEY Hazen: At this point I am not a happy client. We have had appointments both my wife and I for over 3 months. Today when we arrived for the appointments the person sitting at the window doing checking had her mouth so full of food she could not talk for some time. She sat there looking at the computer turned and talked to somebody else and finally said you can see a different Dr.. an hour later. When I said both my wife and I have appointments she said oh even though I had said that previously. I said whats the problem to which she responded your Dr. isnt in today. We had gotten a reminder call a day ago which I asked why. She ten told me they had changed computer systems and everything had changed. When I inquired why we hadnt been notified she said it was to complicated. Not very professional.
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    Peninsula Credit Union - Shelton
    Anthony Hamilton: I had a simple request to move my car payment date two weeks ahead so it’s not falling on the same day as rent and I’m not being two weeks behind every single month and apparently that’s to much for them to do all they can do is move backwards and make me more in debt with my monthly payment. They are extremely frustrating and very difficult to work with.
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