Edward Jones - Financial Advisor: Brian R Bogard, CFP®|CEPA®|AAMS®|AFFP®
4.04 reviews
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: Brian R Bogard, CFP®|CEPA®|AAMS®|AFFP®
15303 N Dallas Pkwy, Addison, TX
75001, United States
Hours
Reviews
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- SMSallee MOct 12, 20225.0Great financial planner. Very professional.
- MWMichele WolffSep 18, 20205.0Brian and has staff are wonderful to work with! They are professional, caring and very responsive. Brian listens to your needs and develops a plan to meet your goals. We have benefited from Brian’s guidance.
- GHGonzalo HorigianSep 18, 20175.0Excellent. Starting by Bobbie who's always ready to help.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian R Bogard, CFP®|CEPA®|AAMS®|AFFP®
What investment services does Edward Jones - Financial Advisor: Brian R Bogard offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Brian R Bogard located?
They are located at 15303 N Dallas Pkwy, Tower Two Suite 1040, Addison, TX 75001, USA.
What are the office hours for Edward Jones - Financial Advisor: Brian R Bogard?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturday and Sunday.
How can I contact Edward Jones - Financial Advisor: Brian R Bogard?
You can reach them by phone at +1 972-661-0111 or via email at brian.bogard@edwardjones.com.
Does Edward Jones - Financial Advisor: Brian R Bogard offer a retirement planning tool?
Yes, they offer a retirement savings calculator available online to help you prepare for your future.
Are there any real estate agencies near Edward Jones - Financial Advisor: Brian R Bogard?
Yes, there are several nearby real estate agencies including Eric Boeke's Whiteheart Properties, Lori Bailey with The Bailey Watson Real Estate Group, and Andy Daniel Group EXP Realty.
What dining options are near Edward Jones in Addison?
Near the Edward Jones office, you can enjoy dining at Bone, a barbecue restaurant and bar.
Are there any healthcare facilities near Edward Jones - Financial Advisor: Brian R Bogard?
Yes, nearby healthcare facilities include OMEH (hospital and chiropractor) and LifeCare Health hospital.
What other financial services are located near Edward Jones in Addison?
Nearby financial services include Dallas Commodity Co Inc and Enoch Financial Group, providing investment and banking services.
Does Edward Jones - Financial Advisor: Brian R Bogard support face-to-face consultations?
Yes, Edward Jones provides tailored advice through face-to-face consultations to fit individual client needs and goals.