Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Alex Lancaster
3100 Monticello Ave, Dallas, TX
75205, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Lancaster
What services does Edward Jones - Financial Advisor: Alex Lancaster offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Alex Lancaster focus on?
Alex specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Alex Lancaster located?
The office is located at 3100 Monticello Ave, Ste 860, Dallas, TX 75205, USA.
How can I schedule an appointment with Alex Lancaster?
You can schedule an appointment via their online reservation link: https://www.edwardjones.com/us-en/financial-advisor/alex-lancaster/contact/.
Does Edward Jones - Financial Advisor: Alex Lancaster provide support in languages other than English?
No, their services are offered in English only.
What are the contact details for reaching Alex Lancaster?
You can contact Alex via phone at +1 469-672-9087, alternate phone +1 972-503-1217, or email at alex.lancaster@edwardjones.com.
What nearby financial institutions can clients find near Edward Jones at 3100 Monticello Ave?
Nearby financial institutions include Amegy Bank and Titan Bank, which may assist clients with complementary banking services.
Are there mortgage brokerage services available close to the Edward Jones office?
Yes, nearby mortgage brokers include Jason Duffy at Rate (NMLS #204450), Duffy Mortgage Group at Guaranteed Rate, and Christian Johnson Group - Home Loans.
What nearby real estate agents and services can clients visit in the area?
Clients can find many nearby real estate agents such as Elliot Collins, Melissa Puzerov Realtor - Paragon Realtors, Dani Hanna, Jill White-Realtor, Amy Hunniford-Realtor, and agencies like Bray Real Estate Group- Dallas.
Where can I learn more about IRAs through Edward Jones?
You can learn more about IRAs on their official site here: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.