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: Shane P Theriot, CFP®
633 E Fernhurst Dr, Katy, TX
77450, United States
Hours
Reviews
5.0
1 reviews
5 stars
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1 star0
- JKJoanne KetchJul 2, 20215.0Shane is a professional, skilled, and responsive Financial Advisor. His relationship building skills are exceptional. He walked me through the process of setting up my retirement account - starting very late - without judgment and was encouraging and thorough in his explanation and decisions. Recently, he went above and beyond in helping me sort through options in related decisions impacting my financial security for a job and career transition. I highly recommend utilizing his services as a Financial Advisor. Additionally, his office staff and Edward Jones offer efficient and professional support when needed, both in person and via electronic media.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shane P Theriot, CFP®
What services does Edward Jones - Financial Advisor: Shane P Theriot offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Shane P Theriot?
Their hours are Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 3:00 PM, and they are closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
How can I schedule an appointment with Shane P Theriot?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/shane-theriot/contact/ or by calling their local phone at +1 281-391-6137.
Where is Edward Jones - Financial Advisor: Shane P Theriot located?
They are located at 633 E Fernhurst Dr, Suite 1104, Katy, TX 77450, USA.
What languages does the advisor speak?
The advisor speaks English.
Is there an online tool to help plan my retirement through Edward Jones?
Yes, Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you assess your readiness.
What nearby financial advisory services are located near Edward Jones - Financial Advisor: Shane P Theriot?
NorthStar Wealth Management Inc and The AP's Consultants are nearby financial advisory and professional services that clients might also consider for investing and financial planning needs.
Are there nearby health and wellness services close to Edward Jones - Financial Advisor: Shane P Theriot?
Yes, nearby you can find Fidelity Health and Psychiatry Services PLLC, Counseling & Neurofeedback Services, District Counseling at Katy, and Vitality Health & Wellness for mental health and counseling services.
What nearby real estate agents are close to Edward Jones - Financial Advisor: Shane P Theriot?
Nearby real estate agents include Sandy Tsao, Realtor and Hieu Vuland - Living in Houston, useful if you are considering real estate investments after financial planning.
Where can I find automotive repair services near Edward Jones - Financial Advisor: Shane P Theriot?
Auto Glass Centers USA offers auto glass service and automotive repair nearby, convenient for clients managing multiple errands in the area.