Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA®
5.04 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: Jeff Gulitus, CFP®|ChFC®|CEPA®
4794 W Bellfort St, Houston, TX
77035, United States
Reviews
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- CDCharlotte DavenportMar 12, 20255.0Jeff is an amazing advisor to work with! He’s friendly and trustworthy. We have worked with him for several years and have been very pleased! I highly recommend him.
- JJJeannie JohnsonJan 6, 20245.0I met Jeff in 2018, I had just retired early and hadn’t even thought of what I should do with a Thrift Savings Account I had. The money had been sitting basically stagnant in the account for about 4 years. I was so nervous about what I should do with the money, I didn’t do anything. Jeff was so relatable and encouraging! I really like the way he talked to me with respect and was willing to explain everything before I agreed with it. In the beginning, I had mentioned to him that I had a dream of taking my son’s family of 4 along with my husband and I on an Alaskan cruise…… Last August, 2023, that dream came true! I’m thankful I found Jeff with Edward Jones and I absolutely encourage people to consider allowing him to help you plan for those things that are near and dear to your heart!
- ZOZalla OttenJul 17, 20215.0I've met many financial advisors over the years and hadn't found the right combination of competence and connection to make me feel comfortable working with them. Jeff is one of those people who has been crunching numbers and following investments since he was a kid, so he explains complicated financial concepts in layman's terms with ease. And his genuine desire to help and find solutions that fit our unique situation made us feel we had chosen the right advisor. 2 years later, we're still very pleased with the relationship and financial results.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Gulitus, CFP®|ChFC®|CEPA®
What types of financial services does Edward Jones - Financial Advisor: Jeff Gulitus offer?
The advisor offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jeff Gulitus located?
The office is located at 4794 W Bellfort St, Houston, TX 77035, USA.
How can I schedule an appointment with Jeff Gulitus at Edward Jones?
Appointments can be made online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jeff-gulitus/contact/.
What are the office hours for Edward Jones - Financial Advisor: Jeff Gulitus?
The office is open regularly but is available by appointment only on Mondays and Thursdays.
How can I contact Edward Jones - Financial Advisor: Jeff Gulitus?
You can call the local phone number +1 713-665-8075 or email jeff.gulitus@edwardjones.com.
What languages does Jeff Gulitus speak?
The primary language of communication is English.
Are there any nearby coffee shops near Edward Jones - Financial Advisor: Jeff Gulitus where I can relax before or after my appointment?
Yes, there are Starbucks locations nearby where you can enjoy coffee or snacks before or after your visit.
Is there a nearby grocery store where I can shop after meeting with the financial advisor?
Randalls grocery store is close by, convenient for shopping after your appointment.
Can I find other financial services or advisors near Edward Jones - Financial Advisor: Jeff Gulitus?
Yes, there are other Edward Jones financial advisors nearby such as Cormean A Thomas and Allen Orum for additional financial services.
What products does Edward Jones - Financial Advisor: Jeff Gulitus specialize in?
Specialties include stocks and bonds, investment management, and providing advisory services.