Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS®|CRPS™
4.513 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: David P Field, CFP®|CEPA®|AAMS®|CRPS™
430 S State Hwy 5, Fairview, TX
75069, United States
Reviews
4.5
13 reviews
5 stars
11
4 stars0
3 stars
1
2 stars0
1 star
1
- JYJustin YeeJun 27, 20245.0Fantastic advisor and easy to work with. David gives me comfort knowing all my investments are handled appropriately and responsibly.
- WEward eastmanAug 21, 20235.0David is the consummate professional. He has handled our financial planning for 10+ years and we couldn't be happier. During that time we transitioned from a more aggressive growth stage to retirement planning, and he has helped us get to a point where we don't have to worry about our financial future. He is smart, attentive, transparent, and always keeping us up to date with market conditions to insure we understand the impact on our planning. I highly recommend David to anyone looking for a financial planner.
- DSDavid SpragueAug 21, 20235.0David has been our Financial Advisor for many years. The branch team is excellent. I feel very fortunate to be a client.
- KDKathy DellingerSep 6, 20225.0David and his staff have been very welcoming. Anytime I’ve had a question or concern, they gave me the time needed to answer my questions. Thank you!
- RFRobin FeihAug 18, 20225.0We have had David as our Financial Advisor eleven years and couldn't be happier. He keeps us up to date on advise as the market changes, which has worked out very well. We highly recommend him and his team.
Frequently Asked Questions About Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS®|CRPS™
What services does Edward Jones - Financial Advisor David P Field offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management through face-to-face consultations.
How can I contact David P Field at Edward Jones?
You can contact David P Field by phone at +1 972-548-5027 or email at david.field@edwardjones.com.
Where is Edward Jones - Financial Advisor: David P Field located?
The office is located at 430 S State Hwy 5, Fairview, TX 75069, United States.
Is Edward Jones - Financial Advisor: David P Field available in English?
Yes, services are provided in English.
How can I schedule an appointment with David P Field?
You can schedule an appointment through the online reservation system at https://www.edwardjones.com/us-en/financial-advisor/david-field/contact/.
Can I access Edward Jones services via mobile apps?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
What is a useful tool to check retirement readiness offered by Edward Jones?
Edward Jones offers a Retirement Savings Calculator available online to help you prepare for your financial future.
Are there any parks near Edward Jones where I could relax before or after my appointment?
Yes, The Meadows Park is nearby and a great place to relax or take a walk before or after your meeting with your financial advisor.
Are there any community services or public safety organizations near Edward Jones?
Yes, nearby organizations include Fairview Professional Firefighter's Association, Collin County Fire Investigators Association, and Fairview Fire Station 1, which enhance community safety.
What dining options are available near Edward Jones if I want to grab a meal after my visit?
Nearby dining options include Pho Crystal for Vietnamese cuisine, Fairview Farmers for breakfast and brunch, Palio's Pizza Cafe, and Swig for ice cream and drinks.