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: Heidi J Jordan, CFP®|CEPA®
5600 W Lovers Ln, Dallas, TX
75209, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Heidi J Jordan, CFP®|CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Heidi J Jordan, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays, with appointments available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Heidi J Jordan, CFP® located?
The office is located at 5600 W Lovers Ln, Ste 310, Dallas, TX 75209, USA.
What services does Edward Jones - Financial Advisor: Heidi J Jordan, CFP® provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising through face-to-face consultations.
How can I contact Heidi J Jordan at Edward Jones for consultation or inquiries?
You can contact Heidi J Jordan via phone at +1 214-358-6485 or by email at heidi.jordan@edwardjones.com. You can also schedule appointments through their contact webpage.
Does Edward Jones - Financial Advisor: Heidi J Jordan offer online tools or apps for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage their investments and access personalized financial information.
What languages are spoken at Edward Jones - Financial Advisor: Heidi J Jordan?
The financial advisory services are provided in English.
Are there any good places to grab a bite near Edward Jones on Lovers Lane?
Yes, QDOBA Mexican Eats is a nearby fast-food and Mexican restaurant where you can enjoy a quick meal before or after your financial advisory visit.
What nearby amenities are available if I want to combine my visit to Edward Jones with some wellness activities?
Nearby you can find Kasa Yoga Dallas, a yoga studio and gym, and several beauty salons such as Jean Philippe Salon and Hollywood Star Nails & Spa for relaxation and wellness services.
Are there other financial services near Edward Jones - Financial Advisor: Heidi J Jordan?
Yes, there are several other financial advisors nearby including Edward Jones - Financial Advisor: Matt Dawson and Edward Jones - Financial Advisor: Brian Dominguez, as well as related services like State Farm Kathy Wall insurance agency and real estate agents such as Briggs Freeman Sotheby's International Realty.
How can clients benefit from the retirement tools offered by Edward Jones?
Clients can use Edward Jones' online retirement savings calculator to evaluate their retirement readiness and plan their financial goals more effectively.