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: Katherine Forquer, CFP®
6842 Lebanon Rd, Frisco, TX
75034, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Katherine Forquer, CFP®
What type of financial services does Edward Jones - Financial Advisor: Katherine Forquer, CFP® offer?
We provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face advice.
What are the business hours for Edward Jones - Financial Advisor: Katherine Forquer, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and closed on weekends except Saturdays by appointment only.
Where is Edward Jones - Financial Advisor: Katherine Forquer, CFP® located?
Our office is located at 6842 Lebanon Rd, Ste 102, Frisco, TX 75034, USA.
How can I contact Katherine Forquer at Edward Jones?
You can reach her by phone at +1 972-335-8005 or by email at katherine.forquer@edwardjones.com.
How can I schedule an appointment with Edward Jones - Financial Advisor: Katherine Forquer, CFP®?
Appointments can be booked through our contact page: https://www.edwardjones.com/us-en/financial-advisor/katherine-forquer/contact/.
Are there any nearby financial services or advisors near Edward Jones - Financial Advisor: Katherine Forquer, CFP®?
Yes, nearby financial services include OLV Investment Group and Clark Financial Group, LLC, which may be alternative options or complement your financial planning.
What nearby dining options are available around Edward Jones in Frisco?
You can visit several nearby restaurants such as En Japanese Cuisine for sushi, Taco Twist Frisco for quick Indian food, and Pizza Twist for pizza and burgers.
Are there any wellness or spa services close to Edward Jones - Financial Advisor: Katherine Forquer, CFP®?
Yes, The Pure Day Spa and Starwood Med Spa are nearby for relaxation and wellness services, convenient to visit before or after your financial consultation.
What languages are spoken at Edward Jones - Financial Advisor: Katherine Forquer, CFP®?
We offer our financial advisory services primarily in English.
How long has Edward Jones been established as a financial service?
Edward Jones was established in 1922 and has a long-standing tradition of personalized financial advisory services.