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: Brett A James, CFP®|AAMS®
115 West Broadway Ave, Broken Arrow, OK
74012, United States
Hours
Reviews
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- DKDaniel KailerJan 4, 20215.0They did their jobs great. His advice did not align with where I wanted my money, which cost me thousands. But made me dollars. I missed the 2 biggest booms of 2019-2020 from not listening to my own instincts. Not their fault, again, they were just doing their jobs.
- GSGreg SmithSep 16, 20205.0The most knowledgeable, prepared, kind and considerate financial advisor I know (and I have know a good number of them). Brett is an excellent investment advisor and I would recommend him to anyone looking for same. Brett is ready to assist the ready to learn client invest for the future.
- EFEli FulpsJan 6, 20205.0Brett is awesome and he explains things to where you can understand exactly what your getting. Great financial advisor.
- STSylvia TilleyApr 11, 20185.0I have done business with this office since the early 1990's as have my parents. They are honest and take an interest in my finances. They are patient when explaining what is going. I can not say enough good about them. Thanks for your help, Brett, Karen, Tyler, Kathleen and to Jack and Molly for getting me to you. Thank you so much.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brett A James, CFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Brett A James?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Brett A James located?
The office is located at 115 West Broadway Ave, Broken Arrow, OK, 74012, USA.
How can I contact Brett A James at Edward Jones?
You can reach Brett A James by phone at +1 918-251-5558 or via email at brett.james@edwardjones.com.
What financial services does Edward Jones - Financial Advisor: Brett A James provide?
They offer personalized investment services including financial advising, investment management, stocks and bonds brokerage, retirement planning, and education savings.
How can I schedule an appointment with Edward Jones - Financial Advisor: Brett A James?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brett-james/contact/.
Does Edward Jones provide any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at their Retirement Ready page to help clients prepare for their financial future.
Are there other Edward Jones financial advisors near this location?
Yes, nearby there is Edward Jones - Financial Advisor: Cody Callaway and other Edward Jones offices providing financial services.
What nearby legal services can clients of Edward Jones consider?
Clients can find nearby legal services at The Lundy Law Firm, PLLC and BA Bankruptcy, which may assist with bankruptcy or other legal needs.
Are there any nearby places where clients can relax or enjoy amenities after a financial consultation?
Yes, clients can visit Centennial Park, a local landmark and park nearby, or enjoy a meal and wine at Water Edge Winery & Bistro close to the office.
What languages are supported at Edward Jones - Financial Advisor: Brett A James?
Services are offered in English.