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: Nicholas V Perry, CFP®
15840 FM 529, Houston, TX
77095, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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3 stars0
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1 star0
- CSCaleb SimsAug 20, 20255.0We have been using Nick to manage our finances for over 5 years now! He has done an amazing job. Any questions we have he is there and ready to answer. Would definitely recommend him!
- DPDan PenistenJan 8, 20255.0Nick has been a blessing to me over the last six years, helping me plan for my retirement. He is always helpful with answering my many questions and any concerns that I have. Nick and his staff always respond to any requests I may have in a timely manner. I appreciate all he has done for me and would recommend him to anyone needing financial planning services.
- KSKaren ScottOct 27, 20225.0Nick is a fantastic wealth and retirement advisor, he has a deep well of knowledge on Finance, how to put a long term plan together and make sure you are prepared for anything. He follows the economy and market, and has great communication. His office manager Clarissa is awesome!
- MMMitch MedigovichSep 13, 20225.0Recently switched my financial account to Nick @ Edward Jones and saw an immediate improvement in the performance of the accounts. Nick is the kind of guy that will be there for life. Thanks for all your help!
- SGSteve GraydonSep 13, 20225.0Great personal and hands on counseling.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nicholas V Perry, CFP®
What financial services does Edward Jones - Financial Advisor: Nicholas V Perry, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services aimed at fitting individual client needs and goals.
What are the regular business hours for Edward Jones - Financial Advisor: Nicholas V Perry?
The office is open from 8:00 AM to 5:00 PM Monday through Friday and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Nicholas V Perry located?
The office is located at 15840 FM 529, Suite 211B, Houston, TX 77095, USA.
How can I contact Nicholas V Perry at Edward Jones?
You can contact Nicholas V Perry by phone at +1 281-856-9964 or by email at nicholas.perry@edwardjones.com.
Is it possible to schedule an appointment online with Nicholas V Perry?
Yes, appointments can be scheduled online through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/nicholas-perry/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Nicholas V Perry?
English is the primary language spoken at this office.
Are there nearby financial institutions close to Edward Jones - Financial Advisor: Nicholas V Perry?
Yes, nearby financial service locations include Chase bank and the Edward Jones offices of Darla Donica and Lauren Vining, which can provide additional financial services options for clients in the area.
What nearby tax service options are available around Edward Jones - Financial Advisor: Nicholas V Perry?
Nearby tax service providers include Janeth Tax Multiservice and Liberty Tax Service, useful if you need tax preparation or printing services alongside your financial planning visits.
Are there any nearby healthcare facilities to visit after a financial consultation?
Yes, Family Plus Urgent Care and Erik Johnson, MD are nearby healthcare providers offering urgent care and medical services.
What local dining options are available near Edward Jones - Financial Advisor: Nicholas V Perry?
Nearby restaurants include Fairouz Mediterranean Grill, Shawarma Prince, Churros El Mexicano, Tacos Diana, and The Empanada Company, which offer a variety of cuisines to enjoy before or after your appointment.