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: Max Shanley
2110 Boca Raton Dr, Austin, TX
78747, United States
Hours
Reviews
5.0
1 reviews
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- CBCynthia Bartek5 days ago5.0Max Shanley with Edward Jones is an excellent financial advisor. He is highly attentive and very knowledgeable about portfolio investments, retirement distributions, and estate and tax considerations. Max provides highly personalized service and goes the extra mile. Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Max Shanley
What personalized investment services does Edward Jones - Financial Advisor: Max Shanley offer?
Edward Jones offers personalized investment services tailored to individual needs including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Max Shanley?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Fridays from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays.
How can I contact Max Shanley at Edward Jones?
You can contact Max Shanley via phone at +1 512-523-8240 or by email at max.shanley@edwardjones.com.
Where is Edward Jones - Financial Advisor: Max Shanley located?
The office is located at 2110 Boca Raton Dr, Ste 207, Austin, TX 78747, USA.
Is it possible to schedule an appointment with Edward Jones - Financial Advisor: Max Shanley online?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/max-shanley/contact/.
What types of financial products does Edward Jones provide?
Edward Jones provides services as a financial advisor, investment management, funds investment, and stock & bond brokerage.
Are there apps available to manage investments with Edward Jones?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments.
Which nearby financial services can I visit in the area around Edward Jones?
Nearby financial services include Onion Creek Tax Service for financial advising and tax services, Smith Barney for financial services, and Truist bank with ATM access.
If I am visiting Edward Jones - Financial Advisor: Max Shanley, where can I find health and wellness services nearby?
Nearby health-related services include SYNERGY HomeCare for elder care and personal care services, Cornerstone Caregiving offering counseling and hospice services, and Airrosti Onion Creek for chiropractic care.
What nearby amenities can I enjoy before or after visiting Edward Jones?
You can visit nearby places like Onion Creek Salon And Day Spa or Contour Spa Onion Creek for beauty and spa treatments, or Alite Laser - Onion Creek for hair removal and beauty services.