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®
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.
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.
Where is Edward Jones - Financial Advisor: Jason R Valek located?
The office is located at 801 FM 1187 E, Suite A, Crowley, TX 76036, USA.
How can I contact Edward Jones - Financial Advisor: Jason R Valek?
You can call them at +1 817-297-9368 or email jason.valek@edwardjones.com.
Is there an online way to schedule a consultation with Jason R Valek?
Yes, you can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-valek/contact/.
Does Edward Jones - Financial Advisor: Jason R Valek provide mobile apps for managing investments?
Yes, they offer mobile apps available on Android and iOS devices for managing investments and accounts.
Which nearby places can I visit for healthcare services around Edward Jones in Crowley?
Nearby healthcare places include Dr Joshua Smith, DDS, Mid Cities Counseling Center, Tarrant Rheumatology, The Chiropractic Wellness Cafe, and Texas Health Medical Associates Dunn and Chadwick Family Medicine. You can conveniently visit these providers before or after your financial consultation for comprehensive care.
Are there nearby insurance agencies that I can visit near Edward Jones for additional services?
Yes, Ducote Insurance Agency and Farmers Insurance - Lisa Ducote are nearby. These agencies complement financial planning by offering various insurance solutions.
What local wellness and therapy centers are near Jason Valek's Edward Jones office?
Nearby wellness places include Chiropractic Wellness Cafe, Health Kneads, Crowley Therapeutic Massage, and Sweet Escape Therapeutic Massage, ideal for relaxation or therapeutic services before or after your visit.
What makes Edward Jones - Financial Advisor: Jason R Valek unique compared to competitors like Merrill Lynch or Schwab?
Edward Jones emphasizes personalized, face-to-face consultations focused on your individual financial goals, tailoring strategies like retirement and tax-efficient investing, differentiating from larger firms by more individualized service.