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: Olia Bosovik, CFP®
14241 Dallas Parkway, Dallas, TX
75254, United States
Reviews
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- JWJeanne WhitesidesAug 30, 20255.0I’ve known Olia since graduate school, where she stood out immediately as someone with vision and discipline to graduate debt-free and chart her path toward financial sovereignty. She has been an inspiration from the beginning, not only as a financial and entrepreneurial advisor, but as an immigrant, an American, and an active citizen committed to uplifting others. In school, she brought together four women from India, Taiwan, Belarus, and the United States to launch a travel startup. With her encouragement, we pitched (and placed!) at a competition judged by Mark Cuban. That experience was a defining moment in my journey and a shining example of her ability to see potential in others and push us to achieve more than we thought possible. Olia continues to give women voice and influence. She stands up for women's rights and inspires others to build a life of wealth (in the fullest sense of the word) and resilience. She’s the real deal: a trailblazer who embodies her values and helps others reach their fullest potential.
- NKNatali KrykovaJul 19, 20255.0Olia is a knowledgeable and trustworthy financial adviser who genuinely cares about her clients. She takes the time to understand your goals and provides thoughtful, personalized advice. Beyond her expertise, she’s a fantastic person — warm, approachable, and truly invested in your success. I’ve seen real progress and highly recommend working with her!
- SMSammi MillsMar 15, 20255.0Olia is an expert at what she does and truly cares for helping women know their finances. She is a gem!
- EGElizabeth GeorgeMar 14, 20255.0Olia is such a great champion of women. Her energy and enthusiasm is contagious!
- JJJeanne JacksonJan 8, 20255.0Olia Bosovik is my financial advisor at Edward Jones. She is totally amazing! She responds to calls and messages promptly and is a delight to work with. I highly recommend her!
Frequently Asked Questions About Edward Jones - Financial Advisor: Olia Bosovik, CFP®
What services does Edward Jones - Financial Advisor: Olia Bosovik, CFP® provide?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services.
What are the specialties of Olia Bosovik as a financial advisor?
Olia Bosovik specializes in 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Olia Bosovik located?
The office is located at 14241 Dallas Parkway, Suite 840, Dallas, TX 75254, USA.
What are the business hours of the Edward Jones office with Olia Bosovik?
The office operates regular hours and is open by appointment only on Saturdays.
How can I schedule an appointment with Olia Bosovik?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/olia-bosovik/contact/.
In which language can I communicate with Olia Bosovik at Edward Jones?
Services are provided in English.
How can I contact Olia Bosovik via phone or email?
You can call at +1 972-239-5630 or email olia.bosovik@edwardjones.com.
Are there other financial services nearby that might complement a visit to Olia Bosovik's office?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: Tyler E Brownlee, CRPC® and SmithConway insurance agency, which could offer additional financial advising and insurance options.
What nearby businesses could help with mortgage or real estate needs when visiting Olia Bosovik?
Wells Fargo Home Mortgage and Stream Realty Partners are close by and can assist with mortgage lending and real estate services.
Are there recreational or health facilities near Edward Jones - Financial Advisor: Olia Bosovik's office?
Yes, Fitness By Kai, a gym and sports venue, is nearby and could be convenient before or after your financial consultation.