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: Lisa M David, CFP®
1130 Cottonwood Creek Trl, Cedar Park, TX
78613, United States
Hours
Reviews
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2 reviews
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- DPDan PriceNov 7, 20175.0Excellent experience with Lisa.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa M David, CFP®
What services does Edward Jones - Financial Advisor: Lisa M David, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Lisa M David, CFP®?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Lisa M David at Edward Jones?
You can contact Lisa M David via phone at +1 512-260-6992 or email at lisa.david@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lisa M David, CFP® located?
The office is located at 1130 Cottonwood Creek Trail, #D1, Cedar Park, TX 78613, USA.
Does Edward Jones - Financial Advisor: Lisa M David, CFP® offer online resources or apps?
Yes, Edward Jones provides mobile apps available on Android and iOS for convenient access to financial services.
How can I schedule an appointment with Edward Jones - Financial Advisor: Lisa M David, CFP®?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-david/contact/.
What nearby medical and health services are close to Edward Jones in Cedar Park?
Nearby health and medical services include Genesis Red Light (weight loss center), Cathy K. Tran, DDS (dentist), Texas Vision (eye care and LASIK), and Cedar Park Outreach Clinic (medical center).
Are there financial and accounting services near Edward Jones - Financial Advisor?: Lisa M David?
Nearby financial and accounting services include BH Bookkeepers, Parkhurst Consulting CPA PC, and Empower Wealth and Tax, offering accounting, financial advising, and investment services.
What nearby educational or counseling centers are available near Edward Jones in Cedar Park?
Close to Edward Jones, you can find Sapientia Montessori School for early education, and Nicole Griffith offers counseling and relationship services.
How might I combine a visit to Edward Jones with other local services or activities?
You can visit Edward Jones for financial advice and then explore nearby health centers like Texas Spine & Injury Center or relax at Youthful Solutions MediSpa and Wellness Center for a well-rounded visit.