Edward Jones - Financial Advisor: Cristina Montenegro, CFP®|AAMS®|CRPC™
4.49 reviews
Business Details
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: Cristina Montenegro, CFP®|AAMS®|CRPC™
14160 Dallas Parkway, Dallas, TX
75254, United States
Hours
Reviews
4.4
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- JSJames Andrew SmithNov 15, 20255.0Cristina is very professional, She is very knowledgeable and break down all the information so that I have a full understanding. Working with Cristina is great and I love the thoughtfulness and her comprehensive approach to financial planning.
- MMMykoNov 10, 20255.0Cristina is an amazing advisor. She is kind and efficient. She always takes the time to help me navigate the decisions that benefit me most in regards to my financial planning. She helps me feel more confident in choosing what's best for me in financial decisions because she kindly guides me through the processes and explains everything patiently until I finally understand what my best options are. I have seen her build trust with all of her clients including me. She goes above and beyond to make sure that her clients are taken care of.
- SASol AlmeridoOct 30, 20255.0Cristina is a reliable, knowledgeable, trustworthy and kind financial advisor. I have been with her for over a year. She answers all my questions and concerns regarding my finances. She gets back with you right away when she's not available. I would highly recommend Cristina as a financial advisor.
- ACAdam CollinsOct 28, 20255.0I appreciate Cristina’s kindness and great customer service. I called Cristina for some advise and questions regarding on my financial goals. She was so accommodating and very nice on phone. She gave me all the info I needed… thank you!!!!
- SMSandra MartinezOct 14, 20255.0I contacted Cristina Montenegro after my previous Edward Jones financial advisor departed from Edward Jones. At my first meeting with Cristina, we instantly connected as if we had known each other for a long time. Before discussing business, Cristina listened to me about life like a friend would. I quickly learned that we both attended the same Catholic church – Mary Immaculate, and that she also came from humble upbringings, just like I did. Cristina treated me with kindness, respect, and dignity. She was professional and knowledgeable. I never felt pressured by her, she simply guided me and advised me. She won my trust and I hired her as my financial advisor. Cristina is always available when I need her. If she is busy with another client, she always returns my calls the same day. And she goes out of her way to call me on my birthday! I am happy with my financial growth and would recommend Cristina Montenegro.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cristina Montenegro, CFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor Cristina Montenegro offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
Where is the Edward Jones - Financial Advisor Cristina Montenegro office located?
The office is located at 14160 Dallas Parkway, Ste 410, Dallas, TX 75254, United States.
What are the office hours for Edward Jones - Financial Advisor Cristina Montenegro?
The office is open Monday through Friday from 8:00 AM to 5:00 PM Central Time and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Cristina Montenegro?
You can contact the office by phone at +1 972-248-1547 or email at cristina.montenegro@edwardjones.com.
Can I schedule an appointment online with Cristina Montenegro at Edward Jones?
Yes, you can book a consultation online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/cristina-montenegro/contact/.
Is there an app available for accessing Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS devices, which can be downloaded from the Google Play Store and Apple App Store respectively.
How can I use public transportation or rideshare options to visit Edward Jones at Dallas Parkway?
While specific transit stations nearby are not listed, customers can use rideshare services such as Uber to reach the Edward Jones office located at 14160 Dallas Parkway, Ste 410, Dallas, TX.
What are some nearby places of interest I can visit before or after my appointment at Edward Jones - Cristina Montenegro?
Nearby, you can visit Capital Senior Living, a retirement home, or enjoy dining at Red Lobster seafood restaurant. These nearby places can make your visit more convenient and pleasant.
Are there other financial or legal services near Edward Jones - Cristina Montenegro?
Yes, nearby you will find other financial services like Kratos Capital and Munn & Morris Financial Advisors, as well as legal services such as Law Offices of Lisa G. Garza and Mackie Wolf & Zientz.
What nearby real estate services can complement my financial planning at Edward Jones?
Nearby real estate services include User Friendly Real Estate Group, Sterling Apartment Personnel, and Spring Weeks, Realtor at HomeSmart. These can assist with property investments alongside your financial planning.