Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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Jake has helped me understand my investments, which is no easy task! He is professional and patient. He truly cares about his customers. If you are looking for a financial advisor give Jake a call.
Where is Edward Jones - Financial Advisor: Jake Waldrop located?
The office is located at 214 W Main St, Bullard, TX 75757, United States.
How can I contact Jake Waldrop by phone or email?
You can call the main phone at +1 903-894-6520 or email jake.waldrop@edwardjones.com.
How do I schedule an appointment with Financial Advisor Jake Waldrop?
You can schedule an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/jake-waldrop/contact/.
What types of IRAs and retirement plans does Jake Waldrop specialize in?
Jake specializes in 401(k) rollovers, Roth IRAs, SEP IRAs, and Traditional IRAs.
Does Edward Jones - Financial Advisor: Jake Waldrop support education savings plans?
Yes, they offer expertise in 529 College Savings Plans to help plan for educational expenses.
Which languages are spoken at Edward Jones - Financial Advisor: Jake Waldrop?
The advisor speaks English.
Are there other Edward Jones financial advisors near Jake Waldrop's office?
Yes, Edward Jones - Financial Advisor Christopher Ivey and other Edward Jones offices are located nearby for additional support.
What nearby dining options are available around Edward Jones - Financial Advisor: Jake Waldrop?
You can visit Happy Donuts for coffee and pastries, Coffee Around The Corner for cafe fare, or Legends Burger Co. and Hondo and Shortys Burger Place for burgers.
What community resources are close to Edward Jones in Bullard, TX?
Nearby community locations include Bullard Community Library for educational resources, Bullard Police Department for public safety, and the Bullard Area Chamber of Commerce for local business support.