Edward Jones - Financial Advisor: Jason R Valek, CFP®|AAMS®

5.0
3 reviews

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: Jason R Valek, CFP®|AAMS®
801 FM 1187 E, Crowley, TX
76036, United States

Hours

Reviews

5.0
3 reviews
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1 star
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  • AL
    Amy Lilly
    Feb 4, 2020
    5.0
    I met Jason about 2 years ago and we've spoken several times but my husband and I just recently sat down to discuss finances and our personal goals. He was very thorough and had a lot of patience with us. The reports, graphs and presentation was very in dept giving me comfort in what we need to do to accomplish our goals. We're excited to be working with him and would recommend him to any of our friends, family or clients.
  • LM
    Larry McElvany
    Jul 18, 2019
    5.0
    Great financial advice and services. Very professional and friendly staff. Highly recommend them to everyone.
  • MB
    MICHELLE BANCHS
    Nov 28, 2018
    5.0
    Amazing staff and very helpful!

Frequently Asked Questions About Edward Jones - Financial Advisor: Jason R Valek, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Jason R Valek, CFP®|AAMS® offer?

They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Jason R Valek?

The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:30 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.