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: Lilly K Jordan, CFP®
4940 Broadway, Alamo Heights, TX
78209, United States
Hours
Reviews
5.0
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- LLLee da LeeOct 2, 20255.0Lily is so awesome! Such a positive person who definitely keeps your best interest first!! She really gave me all the help I hoped for! She puts her customers first never prioritizing herself! A true financial planner!
- JGJami GatewoodMar 14, 20255.0Lilly Jordan helped me so much. She was patient due to my lack of knowledge and made sure I understood what she was explaining. I highly recommend her!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lilly K Jordan, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Lilly K Jordan, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on weekends, but appointments are available on Saturdays by appointment only.
Where is Edward Jones - Financial Advisor: Lilly K Jordan located?
The office is located at 4940 Broadway, Suite 340, Alamo Heights, TX 78209, United States.
What financial services does Lilly K Jordan provide at Edward Jones?
Services include personalized investment advice, retirement planning, education savings, tax-efficient strategies, stocks and bonds management, and investment management tailored to individual goals.
How can I book an appointment with Lilly K Jordan?
You can book an appointment through the Edward Jones contact page for Lilly K Jordan at https://www.edwardjones.com/us-en/financial-advisor/lilly-jordan/contact/.
Is there an app available to manage my Edward Jones investments on mobile?
Yes, mobile apps are available for both Android and iOS devices. Android users can download it from the Google Play Store, and iOS users from the Apple App Store.
How can I contact Lilly K Jordan via phone or email?
You can call the local phone number at +1 210-497-6271 or the main phone number at +1 210-826-1571. For email, use lilly.jordan@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor: Lilly K Jordan?
Services are provided in English.
What nearby places could be useful before or after visiting Edward Jones for financial advice?
Nearby places include Osaka Japanese Steak & Sushi for dining, Blue Oasis Massage for relaxation, and Alamo Heights Minor Emergency Clinic for urgent medical care.
Are there nearby services for insurance and real estate near Edward Jones?
Yes, close to Edward Jones you can find Katie Slaydon - State Farm Insurance Agent for auto and home insurance, Goosehead Insurance - Johnny Pedroza, Brightway Insurance, and several real estate agents such as Jennifer Sample and Gina Candelario.
Can I find nearby counseling or mental health services in the area of Edward Jones?
Yes, several counseling and mental health providers are nearby including Becca Allen Counseling, Dr. Tim Peterson - Clinical Psychologist, Bullying Empowerment Center, Grace Iacuone Counseling, and Brent Wheeler Therapy.