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.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Westbrook
What personalized investment services does Edward Jones - Financial Advisor: Jim Westbrook offer?
They offer retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Jim Westbrook for a financial consultation?
You can call +1 985-851-6482 or email jim.westbrook@edwardjones.com. Additionally, you can make a reservation through their contact page online.
Where is Edward Jones - Financial Advisor: Jim Westbrook located?
They are located at 500 Corporate Dr, Suite C, Houma, LA 70360, United States.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available through their featured message link to help you prepare for your future.
What languages are spoken at the Edward Jones office in Houma?
English is spoken at this Edward Jones location.
Can you describe some of the investment products available at this Edward Jones branch?
They provide services including financial advising, investment management, funds investment, and stock & bond brokerage.
Are there places nearby where I can grab food before or after my appointment at Edward Jones?
Yes, nearby options include Pepper's Pizzeria, Peppers Pizzeria Houma for Italian-style pizza, Cupcake Envie for bakery treats, The Pour House and The Piazza Bar for drinks, and Wingstop and Subway for quick meals.
What other financial services are available near Edward Jones - Financial Advisor: Jim Westbrook?
Nearby financial services include Primerica, offering financial service, insurance, and mortgage brokerage.
Are there places nearby where I can relax or get pampered around Edward Jones's office?
Yes, nearby you can find Lavish Nail Spa and Revive Medical Spa for beauty and relaxation services, along with The Oasis Medical Spa and leisure spa for additional wellness options.
Is Edward Jones - Financial Advisor: Jim Westbrook competitive with other investment service providers and who are their main competitors?
Yes, Edward Jones competes with firms like Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab in financial advisory services.