Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS®
4.58 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: Anita Bowman-McCormick, CFP®|AAMS®
13455 Cutten Road, Houston, TX
77069, United States
Hours
Reviews
4.5
8 reviews
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7
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1 star
1
- NBNathan BJul 13, 20255.0Anita and Ana are efficient and thorough. They helped balance my risk preference with desired returns and worked with me every step of the way. I can’t recommend them enough.
- LWLloyd WarnerMay 20, 20255.0About 7 years before I retired I met with 5 financial advisors to check out with whom we'd eventually partner with when I would retire. After meeting Anita my wife and I both felt an immediate connection. Over the following 7 years I would meet and/or talk with Anita about many subjects related to retirement until I finally retired. Since I retired almost 10 years ago, Anita and I talk at least monthly about investment ideas and strategies. I have FULL faith in her judgement and recommendations. We developed a strategy that allows us to live fully in retirement without worry about what the markets are doing each day/week/month. Since working with Anita, we have gone through 3 major market corrections of at least 20% without fear or worry because of our investment strategy. In fact in two of those corrections we took advantage of lower prices on companies we liked. My wife and I spend our time in retirement traveling the world and spending time with our grandkids, not worrying about our financial investments. Even though I no longer live in the same city, we do our business via phone, text, and zoom. I can CONFIDENTLY recommend Anita to anyone looking for not just a financial advisor and a partner in your retirement but also a friend
- BBbzopfiMay 10, 20255.0Anita Bowman McCormick has been my advisor for over 10 years. She is easy to work with, easily accessible and super friendly. I have recommended her to friends who have signed up with her. I highly recommend her.
- RMRenee McPhersonAug 28, 20205.0My husband and I are most appreciative of Anita’s guidance as we move toward our retirement goals. She is efficient and amazingly knowledgeable in finance. Besides Anita’s drive to see growth in her clients portfolio, Anita has a genuine concern and personal interest In her clients health and well-being. We are fortunate to have connected with Anita Bowman-McCormick. Give her a call!
- CPChris PotterSep 10, 20085.0Anita has done an amazing job taking care of my investments. She's very engaged and passionate about making me money.
Frequently Asked Questions About Edward Jones - Financial Advisor: Anita Bowman-McCormick, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor Anita Bowman-McCormick provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor Anita Bowman-McCormick located?
The office is located at 13455 Cutten Road, Suite 1G, Houston, TX 77069, United States.
What are the business hours for Edward Jones - Financial Advisor Anita Bowman-McCormick?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor Anita Bowman-McCormick?
You can call them at +1 281-537-2517 or email anita.bowman-mccormick@edwardjones.com.
Is there an option to book an appointment online with Edward Jones - Financial Advisor Anita Bowman-McCormick?
Yes, appointments can be booked online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/anita-bowman-mccormick/contact/
Are there apps available for accessing Edward Jones services on mobile devices?
Yes, Edward Jones has mobile apps for both Android and iOS available on Google Play and the Apple App Store.
What languages are supported at Edward Jones - Financial Advisor Anita Bowman-McCormick?
The services are provided in English.
How can nearby places like Snowflake Donuts add convenience to my visit?
You can enjoy a delicious treat or smoothie at Snowflake Donuts before or after your appointment for a pleasant experience in the area.
If I need eyewear services near Edward Jones, where can I go?
New Sights Eyecare, an optometrist and eyewear provider, is located nearby and can assist with eye exams and glasses.
Are there any relaxing spas close to the Edward Jones office?
Yes, Visage Medical Spa and Chrissy Nails offer spa and beauty services nearby for relaxation before or after your financial advising session.