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.
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Edward Jones - Financial Advisor: EJ Rathburn II, CFP®
My husband and I needed to set ourselves up with a retirement plan, so we reached out to EJ for his guidance. We could not be happier and thankful we did. He took the time to listen to what we were wanting and what our goals were. He has set us up to help achieve those goals. He also took the time to discuss our monthly finances and worked up a monthly budget with us. HIs financial expertise has helped us get rid of our credit card debt. We truly appreciate and respect how both him and Becky treated us like family. We have and will continue to recommend him to our friends and family.
KH
Katelyn Hickman
Mar 16, 2024
5.0
My husband and I have been working with EJ for several years now, and we could not be happier. EJ has handled our retirement, investments and savings with a careful eye towards the future. He listens to our goals and has offered helpful advice for achieving them. We deeply appreciate and respect both him and Becky, and will continue to recommend him to our friends and family.
JG
Jim Graber
Jan 23, 2024
5.0
If you’re seeking to optimize your retirement experience, effective management of your investment portfolio is paramount. EJ has demonstrated remarkable proficiency in consistently fine-tuning my investment portfolio to align with my family's financial objectives, while providing financial growth and security during market fluctuations. Possessing exceptional expertise in financial planning and adept insights into evolving market dynamics, EJ clearly articulates his recommendations so non-financial savvy persons like myself understand the choices . Collaborating with EJ and his associate, Becky, has consistently proven to be a gratifying experience, as they embody intelligence, diligence, and a strong commitment to client satisfaction. For individuals in pursuit of premier financial advisory services, I wholeheartedly recommend scheduling a consultation with EJ.
LM
Lisa Melton
Dec 6, 2023
5.0
EJ has proven to be a trustworthy and knowledgeable financial advisor. He and Becky are forward thinking, proactive, and always there for us. Our confidence in them is immeasurable!
BW
Becky Wood
Sep 14, 2023
5.0
After having a negative experience with another advisor, at another firm, I was so happy to have found EJ. He took the time to understand what was important to me, and really helped me understand the market and my investments. I feel so confident now in my future and know that I’m on track for retirement. I have and will continue to recommend him to all of my friends and family.
Frequently Asked Questions About Edward Jones - Financial Advisor: EJ Rathburn II, CFP®
What types of investment services does Edward Jones - Financial Advisor: EJ Rathburn II, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: EJ Rathburn II, CFP®?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on weekends.
How can I schedule a consultation with EJ Rathburn II, CFP®?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/ej-rathburn/contact/.
Where is Edward Jones - Financial Advisor: EJ Rathburn II, CFP® located?
The office is located at 11612 F M 2244 Rd, Ste 125, Austin, TX 78738, United States.
What languages are spoken at Edward Jones - Financial Advisor: EJ Rathburn II, CFP®?
The primary language spoken at this location is English.
What nearby financial institutions could complement my visit to Edward Jones?
Nearby you can find Bancorp South, a bank and mortgage broker, and Security State Bank & Trust, which offers banking and investing services. These might be useful for complementary financial needs.
Are there local real estate or mortgage services near Edward Jones - Financial Advisor: EJ Rathburn II, CFP®?
Yes, nearby real estate and mortgage services include Natural Development Austin (real estate and home developer), Colonial National Mortgage (mortgage lender), and B & L Mortgage Consulting (auto loan provider). These can assist with property and lending needs alongside your investments.
What health and wellness services are available near Edward Jones?
Nearby health and wellness options include Lake Pointe Dental (dentist), South Austin Vein Center, TexStar Chiropractic, Shine Foot and Ankle Center, Lone Star Podiatry, and RegenHealth & Wellness offering naturopathic and physical therapy services.
How can I contact Edward Jones - Financial Advisor: EJ Rathburn II, CFP® by phone or email?
You can call them at +1 512-263-9499 (local phone) or +1 512-243-8940 (main phone), or email at ej.rathburn@edwardjones.com.
Does Edward Jones - Financial Advisor: EJ Rathburn II, CFP® offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help manage your investments on the go.