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: Jonathan Helvey, CFP®
405 Live Oak St, Canton, TX
75103, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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3 stars0
2 stars0
1 star0
- RSRebecca Helvey (Renaissance Southpaw)Sep 25, 20255.0A welcoming and friendly office. Jonathan is highly knowledgeable and wants the very best for his clients. Also one of the only Certified Financial Planners in the area.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan Helvey, CFP®
What investment services does Edward Jones - Financial Advisor: Jonathan Helvey offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I contact Jonathan Helvey, the financial advisor at Edward Jones in Canton, TX?
You can reach Jonathan Helvey by phone at +1 903-502-2007 or email at jonathan.helvey@edwardjones.com.
What are the business hours for Edward Jones - Financial Advisor: Jonathan Helvey?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jonathan Helvey located?
The office is located at 405 Live Oak St, Canton, TX 75103, USA.
Does Edward Jones - Financial Advisor: Jonathan Helvey offer any online resources or apps for clients?
Yes, they offer mobile apps available on Android and iOS, and you can use their retirement savings calculator online to plan your future.
How can I schedule an appointment with Jonathan Helvey at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-helvey/contact/
What nearby places can I visit around Edward Jones in Canton, TX?
Near Edward Jones, you can visit CantonTradeDays.com, a popular shopping and jewelry store, or enjoy antiques and flea markets like The Salvaged Home and East Texas Pickins.
Are there any nearby healthcare facilities close to Edward Jones in Canton?
Yes, nearby healthcare options include Canton Healthcare Systems, Etmc First Physicians Clinic, and Legacy Dental Group for various medical and dental services.
What financial services are available near Edward Jones at 405 Live Oak St?
Nearby financial services include Texas Bank and Trust, JC Kirkpatrick & Associates (accountant and financial services), and various insurance agencies such as Goosehead Insurance and T.A. Hale: Allstate Insurance.
Does Edward Jones - Financial Advisor: Jonathan Helvey communicate in any language other than English?
They provide services in English.