Edward Jones - Financial Advisor: Lance E Cummings, ChFC®

5.0
8 reviews

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 E Cummings, ChFC®
13100 Colony Pointe Blvd, Piedmont, OK
73078, United States

Hours

Reviews

5.0
8 reviews
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8
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1 star
0
  • JP
    Jason Price
    Jul 18, 2019
    5.0
    I highly recommend Lance as a financial advisor. I appreciate how he is very personal and I can talk to him like he is an old friend. Lance took the time to get to know me and what my financial goals are. I feel like I have received excellent guidance on my account and he is thorough on explaining anything I have questions on.
  • SJ
    Stephen Jeffrey
    May 30, 2018
    5.0
    Lsnce has done a great job with our investments. Especially with the kids college funds!
  • JJ
    Jimmy Jenkins
    May 21, 2018
    5.0
    I highly recommend Lance as a financial advisor! He is patient and will take the time to listen to what you are wanting to accomplish. Also, you don't have to worry about him pressuring you to do something. He will tell you what your options are and let you make the decision that's best for you.
  • KC
    Kyla Cummings
    May 9, 2018
    5.0
    I have been very pleased with the way Lance Cummings handles my account. The personal one on one with him and his genuine interest in my account have really impressed me. If I need to sell or reallocate my funds, he calls immediately. Very satisfied.
  • PI
    Paragon Insurance
    Mar 7, 2018
    5.0
    Lance is a knowledgeable, genuinely caring advisor. He is someone you can trust completely to make decisions and recommendations that really are in your best interests. Highly, highly recommend!

Frequently Asked Questions About Edward Jones - Financial Advisor: Lance E Cummings, ChFC®

What financial services does Edward Jones - Financial Advisor: Lance E Cummings, ChFC® offer?

They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.

Where is Edward Jones - Financial Advisor: Lance E Cummings, ChFC® located?

The office is located at 13100 Colony Pointe Blvd, Suite 102, Piedmont, OK 73078, USA.