Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Sam Wheatley, AAMS®
2605 W Lake Houston Pkwy, Kingwood, TX
77339, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Sam Wheatley, AAMS®
Who is Sam Wheatley in the context of Edward Jones?
Sam Wheatley, AAMS®, is a financial advisor representing Edward Jones in Kingwood, TX, offering personalized investment advice and services.
What financial services does Edward Jones - Financial Advisor: Sam Wheatley provide?
The office provides financial advising, investment management, stock brokerage, and specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Sam Wheatley located?
The office is located at 2605 W Lake Houston Pkwy, Suite B, Kingwood, TX 77339, United States.
How can I schedule an appointment with Sam Wheatley?
You can schedule an appointment through the online reservation link https://www.edwardjones.com/us-en/financial-advisor/sam-wheatley/contact/ or contact via phone at +1 281-359-3352.
Does Edward Jones - Financial Advisor: Sam Wheatley support mobile app users?
Yes, clients can use the Edward Jones mobile app available on both Android and iOS platforms to manage their accounts and access financial services.
What language(s) are supported at the Edward Jones office with Sam Wheatley?
The office provides services primarily in English.
What nearby banking options are available for customers visiting Edward Jones - Financial Advisor: Sam Wheatley?
Nearby banking facilities include Chase ATM, PNC, BBVA Bank, Amegy Bank, Zions Bank, Frost Bank, and Kingwood - Lake Houston Pkwy Banking Center, which can help customers with quick cash access or banking needs before or after meetings.
Are there any nearby health and wellness services around Edward Jones - Financial Advisor: Sam Wheatley?
Yes, nearby health services include Kingwood Urgent Care Clinic, Airrosti (sports medicine and physical therapy), Grace en Touch (massage and nail salon), and The Skin Firm (medical spa and laser hair removal) where clients can visit for wellness needs.
What educational or community services are close to Edward Jones - Financial Advisor: Sam Wheatley?
Nearby educational and community services include Carneys Tutoring center, Kingwood Branch Library, Friends of the Library Kingwood, and Stacey's Dance Studio, offering tutoring, library resources, and performing arts opportunities.
How can nearby attractions or amenities benefit a customer visiting the Edward Jones office in Kingwood?
Customers can conveniently combine their financial advising visit with access to nearby banks, health clinics, educational centers, and local amenities like Smoothie King for refreshments, making it easy to manage multiple needs in one trip.