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: Shawn Nicol, CFP®|CEPA®
Shawn is not only an incredible financial advisor but also an amazing educational mentor! He goes out of his way to educate you on different financial strategies and how to better understand your finances. I highly recommend him to anyone not only looking for a financial advisor but also a financial mentor who educates you!
KW
Kelly West
Aug 2, 2017
5.0
Talk about an education! Mr. Nicol taught me so much without any sort of high pressure sales! I don't have a lot of money, so naturally, I'm nervous about investing it the wrong way. He was so patient and understanding as he took the time to teach me how I need to get from middle age to successful, comfortable retirement.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA®
What financial services does Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA® located?
The office is located at 6575 West Loop S, Suite 280, Bellaire, TX 77401, United States.
What are the office hours for Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA®?
You can reach them by phone at +1 281-201-6505 or by email at shawn.nicol@edwardjones.com.
Can I book a consultation appointment online with Shawn Nicol?
Yes, you can schedule a consultation through their contact page: https://www.edwardjones.com/us-en/financial-advisor/shawn-nicol/contact/
Does Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA® have mobile apps for clients?
Yes, they offer mobile apps available on both Android and iOS devices for convenient access to services.
What languages are spoken at Edward Jones - Financial Advisor: Shawn Nicol, CFP®|CEPA®?
The primary language spoken is English.
Are there any nearby real estate agents that clients might use when consulting with this financial advisor?
Yes, clients might find nearby agencies such as Karlus DiVine/Broker Partner -Masters Realty, Gerber Realty, and Kashou Real Estate helpful for real estate needs related to their financial plans.
What nearby financial services could complement a visit to Edward Jones - Financial Advisor: Shawn Nicol?
Nearby financial services like Omneity Financial, Stoneworth Financial, and Investor Engine Capital, LLC offer complementary financial and mortgage services customers might find useful.
What local amenities near Edward Jones - Financial Advisor: Shawn Nicol can clients visit before or after their appointment?
Clients can visit Juice Junkiee Juggs LLC for groceries or Market Street Mortgage for additional financial services located close by.