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Thank you Brett for making investment decisions clear. He explained everything I had concern about. Even opened up a Roth IRA and now I feel more secure about my future goals and safety of my family! Definitely recommend this young man! I am very thankful for my friend referring me to him. Thanks again
JH
John Hafer
Jan 3, 2025
5.0
Brett Bean has been incredible to work with so far. He makes the process smooth, simple, and effective. I'd recommend Brett to anyone!
HE
Hudson Evans
Jan 2, 2025
5.0
I used Robinhood for investing for the last few years, but Brett Bean really helped me step up my game as far as taking care of my savings. He’s been able to work around my crazy work schedule, and keeps me up to date frequently. His drive to be successful is contagious and he genuinely cares about my success as well.
LR
Logan Ringo
Jan 2, 2025
5.0
I highly recommend Mr. Bean for any financial guidance. His professionalism and expertise has opened up several pathways for me to reach my financial freedom goals. I can give a call at any time and he’s always ready to help. I’m quite impressed in my experience with him and wouldn’t refer you to anyone else. Plus, he’s an alumni of my Alma Mater! Gig’ em Ags!
SZ
s zem
Jan 2, 2025
5.0
I highly recommend Brett Bean for all of you financial needs. He is very professional and knowledgeable and gave me a great peace of mind knowing that our investments were being taken care of by someone with great integrity and I can fully trust. He has my best interest at heart. If you are seeking a financial advisor I would definitely give Brett a call.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brett Bean
What services does Edward Jones - Financial Advisor: Brett Bean provide?
The advisor offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Brett Bean located?
The office is located at 2040 N Loop 336 West, Suite 121, Conroe, TX 77304, USA.
How can I schedule an appointment with Brett Bean?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/brett-bean/contact/.
What specialties does Brett Bean focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at this Edward Jones location?
The primary language spoken is English.
Is the office currently open?
Yes, Edward Jones - Financial Advisor: Brett Bean is currently open.
How can I contact Brett Bean by phone or email?
You can call the main or alternate phone number at +1 936-756-7717 or email brett.bean@edwardjones.com.
Are there any other financial advisors nearby?
Yes, nearby Edward Jones advisors include Cam Heathcott, CFP®|AAMS®, Zach Pulling, and Casey C Heathcott, AAMS®. Also nearby are Artésa Financial Group and Wootton Financial Group.
What nearby services can assist with insurance needs apart from Edward Jones?
Nearby insurance services include Texas Insurance Agent School, Marine Underwriters, TWFG Insurance Services - Cory Cannon, and CMI of Texas Insurance Group, LLC.
What dining options are available near Edward Jones - Financial Advisor: Brett Bean?
Nearby dining options include Dairy Queen and Chicken Express for quick and casual meals.