Edward Jones - Financial Advisor: Donald M Paul, CFP®|CEPA®|AAMS®
5.041 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Donald M Paul, CFP®|CEPA®|AAMS®
3306 Kaliste Saloom Rd, Lafayette, LA
70508, United States
Hours
Reviews
5.0
41 reviews
5 stars
41
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- AAAnn AOct 10, 20255.0Great experience working with Don. He is very responsive to my needs and I have seen a positive increase in my investments compared to my previous advisor. I definitely recommend him if you are in the market for a new financial advisor.
- KWKimberly WigetNov 12, 20245.0Keeps me informed, easy to work with
- RCRalph CormierApr 12, 20225.0He answers his phone and is old school, in person, relationship. He makes me feel important.
- DLDavid LindseyApr 12, 20215.0I have trusted Donald Paul for the past 5+ years with all of my retirement investments. He is very responsive to my inquires and follows through on my requests for information. Donald checks in with me periodically to report the status of my portfolio and meets with me annually to review my account. His staff is very friendly and proactive. I am very pleased with the performance of my accounts. I highly recommend his services.
Frequently Asked Questions About Edward Jones - Financial Advisor: Donald M Paul, CFP®|CEPA®|AAMS®
What financial services does Edward Jones - Financial Advisor: Donald M Paul provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Donald M Paul located?
The office is located at 3306 Kaliste Saloom Rd, Lafayette, LA 70508, United States.
What are the business hours for Edward Jones - Financial Advisor: Donald M Paul?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Donald M Paul for financial advice?
You can reach Donald M Paul by phone at +1 337-495-2764 or via email at donald.paul@edwardjones.com.
Does Edward Jones - Financial Advisor: Donald M Paul offer online appointment reservations?
Yes, you can make an appointment through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/donald-paul/contact/.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help clients manage their investments on the go.
What nearby health services are available close to Edward Jones' office?
Nearby health services include Complete Family Dentistry, Lourdes Family Medicine Clinic, and Our Lady of Lourdes Physician for dental and medical care.
What nearby recreational options can I explore before or after visiting Edward Jones?
You can visit Anytime Fitness - Kaliste Saloom Road gym for a workout or attend a creative class at Wine & Design for a fun paint and sip experience nearby.
Are there any nearby shopping or specialty stores close to Edward Jones?
Yes, nearby stores include Cajun Aquatics for pet supplies and Rooster’s Antiques Market for antiques and collectibles.
What languages are spoken by the staff at Edward Jones - Financial Advisor: Donald M Paul?
The staff primarily communicates in English to assist clients.