Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
5.012 reviews
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: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
711 San Gabriel Village Blvd, Georgetown, TX
78626, United States
Hours
Reviews
5.0
12 reviews
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- RWR & J Walker5 days ago5.0Wanted to get my ninety five year old mother set up with someone in Georgetown after her having a poor experience with an out of town adviser. My wife and I live in Colorado so we did some online research and made a few calls and the tremendous help and terrific customer service I received from Stacy right off the bat sold me on this particular Edward Jones office! I was then able to set up a meeting for my mom and sister to sit down with Michelle and she could not have been more accommodating and professional! My mom is still talking about how impressed she is with Michelle, Stacy and Bekkah - she wishes she had switched over to them years ago! Really appreciate how fantastic this team was toward her - very professional, respectful, knowledgeable and caring - everything you could ask for from a financial advising group!
- SESheila EvansDec 20, 20225.0Michelle is top notch and is very knowledgeable with the market. Exceptional, professional would recommend her to friends and family!!!
- TSTara ShumarFeb 22, 20205.0I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!
- JMJerome MoralesApr 25, 20185.0Michelle is bright, extremely knowledgeable, and discusses my options in layman's terms so even I can understand them! I am delighted with how she has handled my accounts. And this is not my first rodeo. I have worked with several others over the years, so I do have other experiences to which I can compare. Her team member, Gloria, is always helpful and welcoming. Tell them I sent you. It's always good to know when a potential new client has been referred.
- MJMichele JFeb 25, 20185.0Michelle is amazing! I came in not knowing really anything about investing and she helped me understand and put it into simple terms for me. I trusted her so much I sent my parents to her. Thank you!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
What are the regular business hours for Edward Jones Financial Advisor Michelle L Marshall?
The office is open Monday, Wednesday, Thursday, and Friday from 8:30 AM to 4:00 PM, and Tuesday from 8:30 AM to 4:30 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Michelle L Marshall, the financial advisor at Edward Jones?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/michelle-marshall/contact/ or by calling +1 512-930-7062.
Where is the Edward Jones office of Michelle L Marshall located?
It is located at 711 San Gabriel Village Blvd, Ste 101, Georgetown, TX 78626, USA.
What financial services does Edward Jones offered by Michelle L Marshall provide?
Services include personalized investment management, retirement planning, education savings, stocks and bonds management, and tax-efficient investment strategies.
Which languages are spoken at the Edward Jones office of Michelle L Marshall?
English is the language spoken at this office.
How does Edward Jones help customers with retirement planning?
Edward Jones offers a retirement savings calculator and personalized consultations to help clients plan and prepare confidently for retirement.
Are there any nearby banks that clients can visit when going to Edward Jones at San Gabriel Village Blvd?
Yes, BancorpSouth Bank and Cadence Bank are nearby, providing convenient options for banking services when visiting Edward Jones.
What dining options are available near the Edward Jones office in Georgetown?
Nearby dining includes Applebee’s Grill + Bar, Chili’s Grill & Bar, Tacos la esperanza, Sonic Drive-In, Wendy’s, Cicis Georgetown, and Arby’s, which offer a variety of American, fast food, and bar-style meals convenient for before or after your financial appointment.
If I visit the Edward Jones office, what services can I find nearby for health and medical needs?
Nearby health services include San Gabriel Oral and Maxillofacial Associates, Michaelanne Elizabeth Briggs DDS/MD, Grant Nakashima DDS, U.S. Dermatology Partners, Georgetown Dermatology & Skin Cancer Center, Dentures & Dental Services, and Credence Chiropractic.
How can I contact Michelle L Marshall at Edward Jones?
You can email her at michelle.marshall@edwardjones.com or call the local phone number +1 512-930-7062.