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: David D Green, CRPC™
20475 State Hwy 249, Houston, TX
77070, United States
Hours
Reviews
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- JHJane HarrisonFeb 9, 20215.0I want to encourage you to check David Green out for any financial services.. David and Joan have been extremely helpful, with our finances,and all of my questions. When he moved to another company. We tried to stay where we started, BUT ended up moving our finances, to join him again. I'm SO grateful , I now have the best help around!!!. They have gone out of their way to help with planning, suggestions, investing, transitioning to retirement, and prioritize my goals for the future.. and even helping me with explaining some of my tax forms.. His experience and knowledge is top notch.. With the pandemic, we even have done planning over the phone and he has helped expanded my long term growth
- JDJL DansbyMar 6, 20205.0As a client of David Green for the last seven years, I can say that I have full trust in his judgment in dealing with my financial needs. He is quick to respond with thoughtful recommendations when changes need to be made within my portfolio.
Frequently Asked Questions About Edward Jones - Financial Advisor: David D Green, CRPC™
What services does Edward Jones - Financial Advisor: David D Green, CRPC™ offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: David D Green, CRPC™?
The office is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Sundays.
Is the Edward Jones office open on Saturdays?
The office is closed on Saturdays except by appointment only.
Where is Edward Jones - Financial Advisor: David D Green, CRPC™ located?
It is located at 20475 State Hwy 249, Suite 425, Houston, TX 77070, USA.
How can I contact Edward Jones - Financial Advisor: David D Green, CRPC™?
You can call the main phone number at +1 281-241-7651 or email david.d.green@edwardjones.com.
Can I book an appointment online with David D Green at Edward Jones?
Yes, you can schedule appointments through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-d-green/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby places can help visitors find Edward Jones - Financial Advisor: David D Green, CRPC™?
Nearby landmarks include Centra Partners and Allegiance Title Company Houston The Vintage, which can help orient visitors looking for the office.
What local amenities near Edward Jones might clients visit before or after their appointment?
Clients might enjoy stopping by Minuti Coffee for a beverage, or visit London Berry for women's clothing and a bar experience nearby.
Are there educational institutions near Edward Jones - Financial Advisor: David D Green, CRPC™ that clients could visit?
Yes, University Park - Lone Star College and the Robotics Association at Lone Star College-University Park are nearby, providing community and educational services.