Bethany Simpson Email & Phone Number

I became a financial advisor to help my generation become smarter investors. A lot of us are busy with our careers. We’re successful at what we do, but we often lack the time to sit down and plan a good investment strategy. Years go by before we realize we’re not focused enough with our money.At Edward Jones, an in-depth consultation is the foundation of the client-advisor relationship. I take the time to understand your goals, and even to help you articulate what they are. It’s also important for us to understand the level of risk you’re comfortable with. We can balance risk with the steps necessary to reach your long-term goals. Areas to plan for include retirement and college for children, or even grandchildren. We can also plan to protect the financial future of the ones you care about most, and develop specific strategies to help you achieve objectives unique to your life situation.Through it all, we can monitor your progress to help make sure you stay on track, or determine if any adjustments need to be made. I’m dedicated to providing you top-notch client service. And I’m not alone. At Edward Jones, we have thousands of people focused on investing and the financial markets, and advanced technology support, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you realize your full potential.Every day, my branch office administrator Megan and I strive to provide personalized, heart-felt service to clients throughout the West Coast. We look forward to helping you reach your financial goals.Our direct office number is 541-884-3643.700 Main StreetKlamath Falls, OR 97601/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Digital Media, Blogging, New Media, Leadership, and 19 others.

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  George Fox University

  Business/Corporate Communications