Edward Jones - Financial Advisor: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™
5.04 reviews
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: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™
4519 Mills Park Cir, College Station, TX
77845, United States
Hours
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- BWBrandon and Kimmie Walthall3 days ago5.0Lucas is an awesome person and is extremely knowledgeable about the market. I have known and used him for a long time and have seen the money I have put with him grow year after year. If you are looking for someone to invest or money with then Lucas is the guy to talk with.
- MPMichelle PerryOct 9, 20245.0We've been working with Lucas Coffey of Edward Jones in College Station for several months now, and it has been a great experience. Lucas is good at asking questions, because I don't always have the vocabulary to tell him exactly what I want. He asked good questions, and then listened to what my goals were. Not only financial goals, but also just life goals in general. He then made some suggestions on where to put our money. For us, he created a short term plan (that has had a good return), and also a long term plan. The best part is he called and followed up to see if we were ready to implement the long-term yet (I had forgotten). He is also working with our child to create a portfolio for his future as well.
- KDKen and Danielle DawsonJul 4, 20205.0We have been working with Lucas for a few years now. He has helped us with our retirement investments and life insurance needs. He has been so professional, diligent, warm and helpful! We greatly value his expertise and desire to help us make the most of our finances! We HIGHLY recommend choosing to work with Lucas!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lucas Coffey, CFP®|ChFC®|ABFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Lucas Coffey offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the operating hours of Edward Jones - Financial Advisor: Lucas Coffey?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Lucas Coffey at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/lucas-coffey/contact/ or by calling their local phone number +1 979-690-7357.
Where is Edward Jones - Financial Advisor: Lucas Coffey located?
The office is located at 4519 Mills Park Cir, Ste 400, College Station, TX 77845, USA.
What languages are spoken at Edward Jones - Financial Advisor: Lucas Coffey?
Services are provided in English.
How can I contact Edward Jones - Financial Advisor: Lucas Coffey via email?
You can email Lucas Coffey directly at lucas.coffey@edwardjones.com.
Are there any nearby real estate agents close to Edward Jones in College Station?
Yes, nearby real estate agents include Merrilee Prochaska - Inhabit Real Estate Group, Hayden Riley - Realtor, Lacey Fay Hogan, REALTOR, and Jennifer Fredericks, which could be helpful if you're considering property investments along with financial planning.
Which mortgage lenders are located near Edward Jones in College Station?
Nearby mortgage lenders include Kristine Reynolds - CMG Home Loans, Priscilla Mata, Amy Jaynes, and Nic Phillips, useful contacts if you are working on home financing and investment strategies.
What wellness and counseling services are available near Edward Jones in College Station?
Close to Edward Jones, you can find Alethia Counseling College Station, Rivers Edge Counseling + Wellness, and Vitality Family Chiropractic, providing options for mental health and holistic wellness which might complement financial stress management.
Can I find local dining options near Edward Jones - Financial Advisor in College Station?
Yes, nearby dining options include Costa Vida, Blue Baker, and Copper Cocktail Co., ideal places to visit before or after your financial consultation.