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: Scott K Smith, CFP®|CEPA®
2500 Legacy Drive, Frisco, TX
75034, United States
Reviews
3.7
3 reviews
5 stars
2
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1 star
1
- VCVicki ChenMar 18, 20245.0Scott has been my financial advisor for several years and I’ve had nothing but a positive experience. He has helped me manage my investments and evaluate the effects of major purchases such as a vehicle and my first home. His office administrator Jeoffrey is fantastic as well. I would recommend this team to anyone!
- JFJames FergusonOct 27, 20225.0We have used Scott for many years. He is very helpful and has done an amazing job. Highly recommend him for your financial needs.
- IPInternet ProtectJul 31, 20221.0I would never recommend using this man. Very dishonest and self serving. Never use him for anything financial related, EVER!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott K Smith, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Scott K Smith provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule a consultation with Scott K Smith at Edward Jones?
You can schedule a consultation by contacting them via phone at +1 972-335-9214 or by using their online contact form at https://www.edwardjones.com/us-en/financial-advisor/scott-k-smith/contact/.
Where is Edward Jones - Financial Advisor: Scott K Smith located?
Their office is located at 2500 Legacy Drive, Suite 212, Frisco, TX 75034, USA.
What languages does Edward Jones - Financial Advisor: Scott K Smith speak?
The financial advisor speaks English.
Is Edward Jones - Financial Advisor: Scott K Smith currently open for business?
Yes, the business is currently open.
Are there any Wells Fargo Advisors offices near Edward Jones - Financial Advisor: Scott K Smith?
Yes, there is a nearby Wells Fargo Advisors office, another provider of financial services, located near Edward Jones that customers might consider for additional options.
What nearby legal services are close to Edward Jones - Financial Advisor: Scott K Smith?
Divorce Attorneys Woods, May & Matlock and Scroggins Law Group are legal service providers located near Edward Jones, useful for clients needing legal advice alongside financial planning.
Which nearby medical and health-related providers are close to Edward Jones - Financial Advisor: Scott K Smith?
Nearby medical providers include Legacy Implant and Oral Surgery, Legacy Smiles dentistry, Azure Med Spa, and several obstetricians and pediatricians such as David W. I. Fong, MD and Stonebriar Pediatrics, useful for clients managing health and wellness along with financial goals.
Are there banking options near Edward Jones to facilitate financial transactions?
Yes, PlainsCapital Bank and its personal teller machine are nearby, providing convenient banking services for Edward Jones clients.
Does Edward Jones offer any online tools to assist with retirement planning?
Yes, Edward Jones offers a retirement savings calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their financial future.