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: Jordan R Gristy, CFP®|ChFC®
9710 W FM 2147, Horseshoe Bay, TX
78657, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jordan R Gristy, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Jordan R Gristy offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
How can I contact Edward Jones - Financial Advisor: Jordan R Gristy?
You can reach them by phone at +1 830-598-2419 or email at jordan.gristy@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jordan R Gristy located?
Their office is located at 9710 W FM 2147, Suite 102, Horseshoe Bay, TX 78657, USA.
Can I schedule a consultation with Jordan R Gristy online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/jordan-gristy/contact/.
Is there a mobile app to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for managing investments and financial planning.
What languages are spoken at Edward Jones - Financial Advisor: Jordan R Gristy?
They provide services in English.
How long has Edward Jones been established?
Edward Jones was established in 1922, demonstrating a long history in financial advisory services.
What are some nearby banking options around Edward Jones in Horseshoe Bay, TX?
Nearby banks include BancorpSouth Bank, Cadence Bank, FirstCapital Bank Mortgage - Tami Randolph, and Prosperity Bank, which can assist with related financial needs before or after your visit.
Are there grocery stores near Edward Jones for customers who want to shop before or after their appointment?
Yes, Bayside Fresh Market and Jamail's are nearby grocery stores where customers can shop conveniently around their appointment time.
What recreational activities are available near Edward Jones in Horseshoe Bay?
The nearby Summit Rocks Golf Course and Escondido Golf Resort offer golf and recreation options for visitors.