By The Videtee Staff
Brandon Klinger of the financial services firm Edward Jones opened a new office in downtown Montesano on Sept. 26.
Klinger, who has been an Edward Jones financial adviser since 2012, said, “We are excited about our new location, and we are eager for our clients to visit us.”
Edward Jones provides financial services for individual investors in the United States. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.
“When you open your own office, it’s total validation of all the hard work you’ve put in,” said Klinger, a 1992 graduate of Montesano High School.
While Klinger says his office is geared to serve local customers, he has clients throughout the Northwest. He is assisted in the Montesano office by Marie Ross, a Edward Jones branch office administrator who moved over from the firm’s Hoquiam office.
“We do everything from retirement services, any financial advice, life insurance and estate planning,” said Klinger. “You name it. We do it. We’re a full-service financial institution. We help people build and save for retirement and manage their wealth.”
The firm’s 12,000-plus financial advisers work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy.
The office is located at 211 S. Main St., Suite 1A. The phone number is (360) 249-0798.
It is the second Edward Jones office for Montesano. The other is located at 302 S. Sylvia St. in the Anchor Bank building.
In January 2013, for the 14th year, Edward Jones was named one of the best companies to work for by Fortune magazine in its annual listing. The firm ranked No. 8 overall. These 14 Fortune rankings include 10 top-10 finishes, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010.
Edward Jones is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com.