Edward Jones - Financial Advisor: Ken Ulery - Morton, Washington

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Edward Jones – Financial Advisor: Kenneth Ulery – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive and personalized financial guidance, Kenneth Ulery at Edward Jones represents a dependable and knowledgeable resource. Located at 623 Airport Way, Morton, WA 98356, Mr. Ulery operates with a commitment to building long-term relationships based on trust and understanding. His professional journey is rooted in a dedication to helping clients achieve their financial goals, whether those goals involve retirement planning, investment management, education savings, or estate planning. He’s more than just a financial advisor; he’s a partner invested in your success.

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About Kenneth Ulery

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Kenneth Ulery’s role as a Financial Consultant, Finance Broker, Investment Service, and Stock Broker, allows him to offer a diverse range of services tailored to meet specific client needs. He leverages the extensive resources and research capabilities of Edward Jones to provide informed recommendations and strategies. Mr. Ulery prides himself on taking the time to truly understand each client’s unique circumstances, risk tolerance, and aspirations. This personalized approach distinguishes him and ensures that the financial plans developed are not generic, but specifically designed to benefit the individual.

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Key Services Offered

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• Investment Management: Mr. Ulery assists clients in building and managing diversified investment portfolios designed to align with their financial objectives.

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• Retirement Planning: He works with clients to develop strategies for a secure and comfortable retirement, considering factors such as income needs, healthcare costs, and legacy planning.

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• Education Savings: For families with children, Mr. Ulery provides guidance on saving for college and other educational expenses.

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• Estate Planning: He collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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• Insurance Planning: Mr. Ulery can assess insurance needs and recommend appropriate coverage to protect clients and their families.

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Location and Accessibility

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The Edward Jones office in Morton, Washington, is conveniently located at 623 Airport Way, Morton, WA 98356. Recognizing the importance of accessibility, the office is equipped with Wheelchair accessible entrance, a Wheelchair accessible parking lot, and a Wheelchair accessible restroom, ensuring that everyone can comfortably visit. Appointments are recommended to guarantee dedicated time and attention to each client’s needs. The office environment is designed to foster a welcoming and professional atmosphere.

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Client Feedback & Reputation

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Edward Jones consistently receives positive feedback regarding its service quality and client care. The team at Kenneth Ulery's office demonstrates a strong commitment to building lasting relationships with clients. Client testimonials, readily available on the Edward Jones website, highlight the advisor’s responsiveness, knowledge, and dedication to their clients’ financial well-being. The Average opinion: 5/5 reflects the high level of satisfaction experienced by those who have engaged his services. The company maintains 2 reviews on Google My Business, showcasing its dedication to client service and community engagement.

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Contact Information

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To schedule an appointment or learn more about the services offered, please contact Mr. Ulery directly:

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Phone: 04963290

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Website: edwardjones.com

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Edward Jones is dedicated to providing unbiased, one-on-one financial advice. Kenneth Ulery’s focus is on delivering personalized strategies that align with each client’s unique goals and circumstances. He believes in transparency and open communication, ensuring clients are fully informed and comfortable with their financial decisions. His commitment extends beyond simply managing investments; he strives to empower clients with the knowledge and confidence to achieve their long-term financial aspirations. The office is committed to providing a seamless and supportive experience for all clients.

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"summary": "Kenneth Ulery at Edward Jones provides personalized financial consulting, investment management, and retirement planning services from his Morton, WA office, prioritizing client relationships and accessibility.",
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👍 Reviews of Edward Jones - Financial Advisor: Ken Ulery