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.
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Location
Edward Jones - Financial Advisor: Ricky Serna Jr, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Ricky Serna Jr, CFP®
What services does Edward Jones - Financial Advisor: Ricky Serna Jr, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored face-to-face consultations.
Where is Edward Jones - Financial Advisor: Ricky Serna Jr, CFP® located?
It is located at 401 N Chaparral Ste A, Corpus Christi, TX 78401, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Ricky Serna Jr, CFP®?
Open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 3:30 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Ricky Serna Jr, CFP®?
You can call at +1 361-992-9618 or email ricky.serna@edwardjones.com for inquiries or appointments.
Is it necessary to make an appointment to visit on Saturdays?
Yes, visits on Saturdays are by appointment only.
Does Edward Jones - Financial Advisor: Ricky Serna Jr have a presence on social media?
Yes, they have a Facebook page and you can follow Edward Jones on Twitter (@EdwardJones).
Are there any nearby places to visit before or after meeting with the financial advisor?
Yes, nearby you can visit The Cosmopolitan, a historic landmark and accommodation, or enjoy dining at Ophraka's 429 Asian Bistro and Dokyo Dauntaun sushi restaurant.
What nearby services might be useful for someone visiting Edward Jones - Financial Advisor: Ricky Serna Jr?
Nearby services include The Downtown Barber Shop for grooming and Law Office of Paul J. Smith for legal needs, both conveniently located close by.
Are there entertainment or nightlife options near Edward Jones - Financial Advisor: Ricky Serna Jr?
Yes, options include RETRO Corpus for dining and arcade games, Prohibition restaurant and lounge, and Voodoo Niteclub for nightlife.
Can I use mobile apps to manage or access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Google Play Store and Apple App Store for convenient access to your accounts and services.