Edward Jones - Financial Advisor: David P Field, CFP®|CEPA®|AAMS®|CRPS™
4.513 reviews
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: 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.
- DDdean14TXJul 30, 20223.0David is a nice guy. Made some commitments and really never lived up to them. Mishandled some of my IRA funds resulting in some tax exposure. He took care of it, but I was still exposed.
- RARyan AylorAug 10, 20185.0David Field has been a fantastic advisor and partner through our time working together. He takes the time to understand what is important to me and builds a tailored solution to help me reach my goals. I would recommend David to anybody who is serious about their financial future!
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.