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: Wendy W Harper, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Wendy W Harper, CFP®
What are the business hours for Edward Jones - Financial Advisor: Wendy W Harper, CFP®?
The office is open Monday through Thursday from 8:00 AM to 6:00 PM and is closed on Fridays, Saturdays, and Sundays. Fridays are by appointment only.
Where is Edward Jones - Financial Advisor: Wendy W Harper, CFP® located?
The office is located at 14241 Dallas Parkway, Suite 840, Dallas, TX 75254, USA.
How can I contact Wendy W Harper for financial advisory services?
You can contact Wendy W Harper by phone at +1 972-239-5630 or by email at wendy.seale@edwardjones.com.
What services does Edward Jones offer at this location?
Services include financial advising, investment management, stocks and bonds brokerage, and personalized retirement and education savings planning.
Is there an option to schedule appointments online with Wendy W Harper?
Yes, you can schedule appointments through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/wendy-seale/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
Which nearby financial institutions can clients visit along with Edward Jones?
Nearby financial institutions include Wells Fargo Home Mortgage and Pickett Group of LPL Financial, which can offer complementary mortgage and banking services.
Are there other financial advisors close to Edward Jones in Dallas?
Yes, Edward Jones - Financial Advisor Tyler E Brownlee, CRPC® and Bespoke Private Wealth of LPL Financial are located nearby, offering additional advisory and investing services.
What nearby business services are available around Edward Jones?
Nearby business services include coworking spaces like Paladin Marketing Resources,inc and corporate offices such as projekt202 and JP Morgan International Plaza III, which may be useful for networking or business needs.
How can customers find Edward Jones using transportation options nearby?
While specific transit stations aren't listed, clients can use ride services like Uber via the provided Uber button link to reach the Edward Jones office at Dallas Parkway easily.