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: Jacob M Yentzen, CFP®
6250 Judy Lane, Beaumont, TX
77708, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jacob M Yentzen, CFP®
What services does Edward Jones - Financial Advisor: Jacob M Yentzen offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face tailored financial advice.
Where is Edward Jones - Financial Advisor: Jacob M Yentzen located?
The office is located at 6250 Judy Lane, Ste 101, Beaumont, TX 77708, USA.
How can I schedule an appointment with Jacob M Yentzen?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jacob-yentzen/contact/.
What are the office hours for Edward Jones - Financial Advisor: Jacob M Yentzen?
They are open generally but consults on Saturdays and Sundays are by appointment only.
Which languages are spoken by the financial advisors at Edward Jones in Beaumont?
English is the primary language spoken by the team.
What types of investments can I manage with Edward Jones - Financial Advisor: Jacob M Yentzen?
They offer services related to stocks and bonds, fund investments, and financial advisory guidance.
Are there other financial services or banks near Edward Jones in Beaumont?
Yes, nearby you can find Prosperity Bank and Coby Roberts, which also offers financial advising and insurance services.
What local amenities can I visit near Edward Jones in Beaumont before or after my appointment?
You can visit Urban Air Trampoline and Adventure Park for family fun or enjoy dining at Texas Roadhouse or Golden Dragon restaurants nearby.
How can nearby retail stores enhance my visit to Edward Jones in Beaumont?
Stores like OfficeMax for office supplies or Big Lots and Dollar Tree for shopping are close by and convenient for your errands alongside your financial appointments.
Where can I find online resources or apps to assist with financial planning through Edward Jones?
You can use their official apps available on Android and iOS, and try the retirement savings calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to prepare for your future.