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.
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Edward Jones - Financial Advisor: Eric C Simon, CFP®|CRPC™
I can't say enough good things about Eric and Janet. They are knowledgeable, trustworthy and professional. Not only do they keep their client's best interests in mind, they take the time to really get to know them. When I call, I'm not just a face in the crowd. They really know me and make a point to ask about my family and how things are going. I would never consider trusting my investments with anyone else.
Frequently Asked Questions About Edward Jones - Financial Advisor: Eric C Simon, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Eric C Simon provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Eric C Simon located?
The office is located at 1225 North Loop W, Suite 600, Houston, TX 77008, USA.
What are the business hours for Edward Jones - Financial Advisor: Eric C Simon?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I contact Eric C Simon, the financial advisor?
You can contact Eric C Simon by phone at +1 713-956-9419 or by email at eric.simon@edwardjones.com.
Are there any online resources or apps for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Google Play and the iOS App Store for managing investments on the go.
How can I make an appointment with Eric C Simon?
Appointments can be made through the online contact form at https://www.edwardjones.com/us-en/financial-advisor/eric-simon/contact/.
What languages are spoken by Edward Jones - Financial Advisor: Eric C Simon?
Services are provided in English.
What should I know about nearby financial and legal service providers?
Nearby, there are several related service providers including Houston Plans and Permits for architectural services and Allstate Insurance Agent: Barcelo & Associates for auto, home, rental, and life insurance. These can complement your financial planning needs.
What nearby services can assist with mortgage and loan financing?
Guild Mortgage Company and Cherry Creek Mortgage (part of Guild) are nearby mortgage lenders and brokers who can help with home financing options to support your investment goals.
Are there any nearby community or educational services useful for financial planning families?
Helping Kids Stay In School, a local elementary school and community service, and the World Affairs Council of Greater Houston offer educational resources that might interest families planning for education savings.