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.
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Location
Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Gene Lamis, CFP®|AAMS®
What services does Edward Jones - Financial Advisor Gene Lamis offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor Gene Lamis located?
The office is located at 1300 S University Dr, Suite 414, Ft Worth, TX 76107, USA.
What are the office hours for Edward Jones - Financial Advisor Gene Lamis?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 12:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor Gene Lamis?
You can call +1 817-820-0306 or email gene.lamis@edwardjones.com for inquiries or appointments.
Is there an option to book an appointment online with Gene Lamis' office?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/gene-lamis/contact/.
Does Edward Jones - Financial Advisor Gene Lamis offer resources to help with retirement planning?
Yes, they provide a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare.
Which languages does the Gene Lamis Edward Jones office support?
The office provides services in English.
What nearby financial institutions are close to Edward Jones - Financial Advisor Gene Lamis?
Nearby financial institutions include Independent Bank (now Independent Financial), The Rudd Company, SouthState Bank, and Hatter & Associates, LLP, which can be convenient for additional banking or financial services before or after your consultation.
Are there legal service providers near Edward Jones - Financial Advisor Gene Lamis?
Yes, several legal service providers such as TexasLegalDocs, Rattikin & Rattikin, Hill & Skinner Law Firm, Kisselburgh Law Firm, The Medlin Law Firm, McGartland Law Firm, and Stephens Law Firm are nearby, useful if you need legal advice related to financial planning.
What recreational or community places are near Edward Jones - Financial Advisor Gene Lamis?
Nearby are Spring Park for outdoor activities, Flying T Club as a community service organization, and Reach Others as a religious organization, which clients might want to visit before or after meetings.