Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS
-
155 NE 100th St
, Bldg B Ste 300
Seattle, Washington 98125 - (206) 523-4790
- Website
Hours
Chamber Rating
-
Amy yaeger
Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financial advisor. I have been a client of Jimmy's for many years and recommend him to others without reservation. He takes time to understand my individual circumstances and works with me to ensure that I am on track to achieve my financial goals. He always ensures that I understand what we are discussing and backs all suggestions/advice up with evidence and opportunities for questions and clarification. As an educator I appreciate this approach. Jimmy and his team always respond in a timely and effective manner to my calls and emails. If you are looking for a financial advisor I recommend Jimmy (James) Gilbert without reservation.
May 28th, 2018 -
Vicky Stormo
Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want. Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.
Sep 7th, 2017 -
Maxwell Tang
Excellent experience with Mr. Gilbert. I have the greatest amount of respect for this man. Trustworthy character, a mastery of all things financial, and a genuinely great person. I will be recommending my family and family friends to Mr. Gilbert in the future.
Apr 7th, 2017 -
Dawn Berry
Jimmy Gilbert has worked with my parents, with me, and with my daughter for more than 15 years. His knowledge of the financial industry, his intelligence, and his manners are impeccable. Jimmy has the ability to communicate in a way that each of us, from my very investment-savvy father to my less-financially-experienced daughter, can understand. Jimmy earned our business with his knowledge, his consistent and fine-tuned advice, and his caring attitude. He's kept my family's business all these years with his integrity, and his investment advice has paid off over the years. My parents trusted him enough to refer me to him, and I trusted him enough to refer my daughter to him. I wouldn't hesitate to refer a friend or family member to him for savvy and sound financial services delivered with a true sense of caring about his client's long-term goals, tolerance for market fluctuations, and particular place in life. Jimmy has guided my family through my dad's best earning years, through my parents helping me with college, to me saving for my own daughter's college education; through my dad's retirement, through setting up my first IRA, to setting up my daughter's first ROTH. I know he'll still be around when I retire. Jimmy's had a consistent and meaningful supporting role in my family's life, and I'm so thankful for his patience, his stability, his dependability, and his steadfast advice. We have truly benefitted, financially and otherwise, from our relationship with Jimmy Gilbert and with Edward Jones.
Dec 23rd, 2016
Contact Info
- (206) 523-4790
- [email protected]
- Website
Products
- Financial Advisor
- Investment Management
- Funds Investment
- Stock & Bond Broker
Services
- Stocks & Bonds
- Investment Managers
- Advisors
Languages
- English
Specialities
- Stocks & Bonds
- Investment Managers
- Advisors
Vidoes
Questions & Answers
Q What is the phone number for Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS?
A The phone number for Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS is: (206) 523-4790.
Q Where is Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS located?
A Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS is located at 155 NE 100th St, Bldg B Ste 300, Seattle, Washington 98125
Q What is the internet address for Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS?
A The website (URL) for Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS is: https://www.edwardjones.com/us-en/financial-advisor/jimmy-gilbert?y_source=1_NjQwODc3LTU0NS1sb2NhdGlvbi53ZWJzaXRl
Q How big is Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS?
A Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS employs approximately 20+ people.
Q What days are Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS open?
A Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS is open:
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Friday: 9:00 AM - 3:00 PM
Q How is Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS rated?
A Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
Edward Jones - Financial Advisor: James Gilbert, CFP|ABFP|AAMS
Overall Rating
Overall Rating
( 4 Reviews )Amy yaeger on Google
Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. This is how I describe Jimmy (James) Gilbert as a financial advisor. I have been a client of Jimmy's for many years and recommend him to others without reservation.
He takes time to understand my individual circumstances and works with me to ensure that I am on track to achieve my financial goals. He always ensures that I understand what we are discussing and backs all suggestions/advice up with evidence and opportunities for questions and clarification. As an educator I appreciate this approach. Jimmy and his team always respond in a timely and effective manner to my calls and emails.
If you are looking for a financial advisor I recommend Jimmy (James) Gilbert without reservation.
Vicky Stormo on Google
Jimmy has been my financial advisor for over 15 years. He listens, takes whatever time you need, provides you options based on your individual needs and comfort level, and does his research to make sure you have all the details before you make a decision, without any pressure. He is able to explain your current and future financial status in a way you can understand. He stays in touch and updates you on your status as often or as little as you want.
Over the years, as I gained grandchildren, retired and suffered the unexpected loss of my husband, Jimmy has been there, providing the time and other resources to get me through it all. He has set up college funds for the grandkids, helped me to find a probate attorney when I lost my husband, and helped me to continue down a positive and successful financial future. I totally trust him and have referred many of my friends and family to him, all who are extremely happy working with him. You can't ask for better.
Maxwell Tang on Google
Excellent experience with Mr. Gilbert. I have the greatest amount of respect for this man. Trustworthy character, a mastery of all things financial, and a genuinely great person. I will be recommending my family and family friends to Mr. Gilbert in the future.
Dawn Berry on Google
Jimmy Gilbert has worked with my parents, with me, and with my daughter for more than 15 years. His knowledge of the financial industry, his intelligence, and his manners are impeccable. Jimmy has the ability to communicate in a way that each of us, from my very investment-savvy father to my less-financially-experienced daughter, can understand. Jimmy earned our business with his knowledge, his consistent and fine-tuned advice, and his caring attitude. He's kept my family's business all these years with his integrity, and his investment advice has paid off over the years. My parents trusted him enough to refer me to him, and I trusted him enough to refer my daughter to him. I wouldn't hesitate to refer a friend or family member to him for savvy and sound financial services delivered with a true sense of caring about his client's long-term goals, tolerance for market fluctuations, and particular place in life. Jimmy has guided my family through my dad's best earning years, through my parents helping me with college, to me saving for my own daughter's college education; through my dad's retirement, through setting up my first IRA, to setting up my daughter's first ROTH. I know he'll still be around when I retire. Jimmy's had a consistent and meaningful supporting role in my family's life, and I'm so thankful for his patience, his stability, his dependability, and his steadfast advice. We have truly benefitted, financially and otherwise, from our relationship with Jimmy Gilbert and with Edward Jones.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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