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
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Edward Jones - Financial Advisor: Ricardo V Lira, CFP®|AAMS®
We were with Edward Jones for years, and our advisor Ricardo Lira never took any meaningful steps to grow our money. He kept our accounts structured in a way that maximized monthly and commission fees — including holding duplicate and redundant investments we didn’t need. He never offered useful advice, and we had to initiate every conversation.
After moving our accounts elsewhere, our fees were significantly reduced, we received real guidance, and our portfolio saw double-digit growth in less than three months.
Even worse, after we transferred out, unexplained fees were withdrawn from our accounts in addition to the documented $95 transfer fees. Despite multiple written requests, Ricardo and his office have refused to clarify what those charges were for.
We will be reporting this to the appropriate regulatory authorities because if this is a common practice, others deserve to be protected from the same experience.
HE
Hienrick Embers
Mar 21, 2024
5.0
Great service and knowledge that made it easy for myself and my family to get setup for our financial success.
JD
Jesus Diaz
Aug 29, 2023
5.0
Ricardo is knowledgeable and cares about the financial future of his clients. I am always telling people about Edward Jones because of my positive experiences with their services. When i have a question regarding 401ks, retirement, etc., It's nice to be able to call his office.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ricardo V Lira, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Ricardo V Lira offer?
They offer personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks, bonds, investment management, and financial advising.
What are the office hours for Edward Jones - Financial Advisor: Ricardo V Lira?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:30 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.
How can I schedule an appointment with Ricardo V Lira?
You can make an appointment by visiting the contact page on their website: https://www.edwardjones.com/us-en/financial-advisor/ricardo-lira/contact/
Where is Edward Jones - Financial Advisor: Ricardo V Lira located?
The office is located at 6300 Ridglea Place, Suite 412, Ft Worth, TX 76116, USA.
Does Edward Jones provide any online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator to help clients prepare for their financial future.
How can I contact Edward Jones - Financial Advisor: Ricardo V Lira?
You can contact them via phone at +1 817-590-1622 or by email at ricardo.lira@edwardjones.com.
Which nearby financial services can I visit along with Edward Jones?
Nearby financial services include Edward Jones - Financial Advisor: Joel C Morgan, CFP®, Travis Hewuse - Thrivent, Jonathan Shier - Thrivent, Edward Jones - Financial Advisor: Michael D Fessler, Arielle Oliver - Thrivent, Regency Wealth Management, and The Safe Money Man.
Are there any useful insurance agencies near Edward Jones - Financial Advisor: Ricardo V Lira?
Yes, nearby insurance agencies include Goosehead Insurance - Geoff Sterner, Main Street Independent Insurance Agencies, Nationwide Mutual Insurance Company, Mediserv, Johnston Insurance Agency, Smith Capital Management, and Modco Insurance.
What other services are available near Edward Jones - Financial Advisor: Ricardo V Lira?
Nearby services include healthcare at BrightStar Care, legal services at Law Office of Jerry Murad and Marcy Akers Freeman - Decker Poole, chiropractic care at Dr. Tanner Rodriguez and R Family Chiropractic, travel services at heatherwaltontravels, and more.
How can nearby places help in planning a visit to Edward Jones - Financial Advisor Ricardo V Lira?
Clients can take advantage of various nearby businesses and services such as scheduling insurance consultations at nearby agencies, visiting healthcare facilities like BrightStar Care before financial planning, or enjoying local shops like Elizabeth Showers jewelry store after consultations.