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
Thanks Jeff for all of the great financial advise you have given me. It is refreshing to find someone like you that really cares about your clients financial future. Keep up the good work. Highly recommended.
WW
Wiliam Woods
Mar 3, 2016
5.0
I have always been impressed by how clear it is that Jeff truly cares for people. In the financial world, it so often seems when money is involved, integrity is not always the rule, but you will never have to wonder about Jeff's integrity, you'll know 10 mins after meeting him. For long term financial plans, college funds and retirement plans, Jeff is the man to see!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Lee
What services does Edward Jones - Financial Advisor: Jeff Lee provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jeff Lee located?
They are located at 6425 Youree Dr, Ste 510, Shreveport, LA 71105, One Bellemead Centre.
What are the office hours for Edward Jones - Financial Advisor: Jeff Lee?
Open Monday to Thursday from 7:30 AM to 4:30 PM, Friday 7:30 AM to 3 PM, and closed on weekends, with Saturday appointments available by appointment only.
How can I contact Edward Jones - Financial Advisor: Jeff Lee?
You can call them at +1 318-797-3845 or email jeff.lee@edwardjones.com.
Is it possible to book an appointment online with Jeff Lee at Edward Jones?
Yes, appointments can be booked online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-lee/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, they offer apps on Android and iOS platforms available through the Google Play Store and Apple App Store.
Which nearby financial and mortgage services are close to Edward Jones - Financial Advisor: Jeff Lee?
Nearby are Stacy Hooper - Mortgage Loan Officer at Legacy Mortgage, Legacy Mortgage Services 93184, Pierremont Mortgage, Inc., United Title of Louisiana, and Desjane Smith - Financial Services Representative, useful for integrated mortgage and financial planning.
What other financial advisory services are located near Edward Jones?
Nearby financial advisory firms include Ryan Thompson - Financial Advisor at Ameriprise Financial Services, WFA, Level Four Wealth Management, and Magnolia Wealth Strategies, offering options for additional investment advice.
Are there any legal or government services near Edward Jones that clients might find helpful?
Yes, nearby are Fleming John Congressman (public service), John N. Bokenfohr (legal services), and Carmouche, Bokenfohr, Buckle & Day (lawyers), which clients might consult for legal or governmental matters.
What nearby amenities could clients visit before or after appointments at Edward Jones?
Clients can visit local businesses such as Altar'd State (clothing store), J.Crew Factory (clothing and shoe store), and Kendra Scott (jewelry store) located nearby for shopping and leisure.