Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®
15331 W Bell Rd, Surprise, AZ
85374, United States
Hours
Reviews
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2 reviews
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- ABAndrew BumbernickDec 22, 20205.0Lance is always there for us. Personable and courteous, knows what he's doing, isn't pushy and gives you options to make an informed consent. Would highly recommend
- SJSteve JohnsonApr 9, 20205.0I love the TLC and attention we get from Lance at all times. His knowledge and understanding of the markets and his smart moves have made a big difference for us and our portfolio.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 2:00 PM, and is closed on Sundays and Saturdays by appointment only.
How can I schedule an appointment with Lance Baxter at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lance-baxter/contact/.
What financial services does Edward Jones - Lance Baxter offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and investment management such as stocks and bonds brokerage.
Where is Edward Jones - Financial Advisor: Lance Baxter located?
The office is located at 15331 W Bell Rd, Suite 320, Surprise, AZ 85374, USA.
Is Edward Jones - Lance Baxter available for consultations on weekends?
The office is closed on Saturdays and Sundays, but offers services by appointment only on Saturdays.
Does Edward Jones offer any tools or calculators to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you be retirement ready.
What nearby financial advising services are close to Edward Jones in Surprise, AZ?
Nearby financial advising services include R&AP Financial and HPY Financial Solutions, which can provide additional investment guidance and support in the area.
Are there any nearby legal services around Edward Jones that clients might find helpful?
Yes, clients can find several legal service providers nearby such as Julie Martin Elder and Special Needs Law PLLC, REP Law, Russell Law Firm, and Advantage Estate Plans for estate planning and legal consulting.
What nearby real estate services are accessible around Edward Jones that might be useful for clients?
Several real estate agents and services nearby include Kersey Stephen L AGT-Kersey, Stephen L Agt, EXIT Realty Sun City, Karen Totty - Realtor, Impressiverealestate, and The Realty Group Arizona, helpful for clients considering property investments.
How can nearby businesses like Blake Information Solutions or Professional Insurance Strategies complement the services at Edward Jones?
Blake Information Solutions offers IT and professional services that could support your business needs, while Professional Insurance Strategies provides home, rental, and life insurance options that can complement your financial planning with Edward Jones.