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: Jerry Ponzio, CFP®|CEPA®
9191 Kyser Way, Frisco, TX
75033, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- MKMatthew KailJan 29, 20205.0Jerry is the best! Him and his team take time and care to make sure we were comfortable and understood everything.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
What personalized investment services does Edward Jones - Financial Advisor: Jerry Ponzio provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jerry Ponzio located?
The office is located at 9191 Kyser Way, Suite 100, Frisco, TX 75033, United States.
What are the business hours for Edward Jones - Financial Advisor: Jerry Ponzio?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Jerry Ponzio for financial advisory services?
You can contact Jerry Ponzio by phone at +1 972-335-5101 or email at jerry.ponzio@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: Jerry Ponzio?
Yes, you can schedule a consultation online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jerry-ponzio/contact/.
Which financial services and products are offered by Edward Jones - Financial Advisor: Jerry Ponzio?
Services include stocks and bonds, investment management, and advisory services, focusing on financial planning and investment strategies.
What languages are supported at Edward Jones - Financial Advisor: Jerry Ponzio?
Services are provided in English.
What nearby healthcare providers are located around Edward Jones in Frisco?
Nearby healthcare providers include FamilyWise Healthcare, Texas Primary Care Specialists, US Neuro Specialists, Aspire Allergy and Sinus, and Frisco Allergy & Asthma Center, among others.
Are there educational services located near Edward Jones - Financial Advisor: Jerry Ponzio?
Yes, nearby educational services include The Options Group and The Goddard School preschool locations, as well as The Coder School Frisco tutoring center.
How can nearby points of interest assist customers visiting Edward Jones - Financial Advisor: Jerry Ponzio?
Customers visiting Edward Jones can benefit from nearby points of interest such as healthcare providers, educational centers, and pet services like McKee's Pet Place, making it convenient to combine appointments or errands in the area.