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
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Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott S Tracy, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Scott S Tracy offer?
Scott S Tracy provides personalized investment services including retirement planning, education savings, stock & bond brokerage, and tax-efficient investment strategies.
What are the office hours of Edward Jones - Financial Advisor: Scott S Tracy?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:30 PM by appointment only. It is closed on weekends.
Where is Edward Jones - Financial Advisor: Scott S Tracy located?
The office is located at 2121 Lohmans Crossing Rd, Suite 506, Lakeway, TX 78734, United States.
How can I make an appointment with Scott S Tracy?
Appointments can be made by visiting the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/scott-tracy/contact/ or by calling +1 512-263-7091.
Does Edward Jones - Financial Advisor: Scott S Tracy have an app for mobile devices?
Yes, Edward Jones provides mobile apps available for download on both Android and iOS platforms.
What languages are spoken at Edward Jones - Financial Advisor: Scott S Tracy?
Services are provided in English.
Are there dining options nearby where I can eat before or after my appointment?
Yes, nearby restaurants include Thai Spice Austin, MorninGlory (breakfast and brunch), Busters BBQ, Schmidt's Family Barbecue, Hops and Thyme (American restaurant and bar), and Dumont USA (ice cream and bubble tea).
What nearby services can help with document shredding or shipping needs?
You can visit nearby businesses such as Shred Nations for shredding services and The UPS Store for printing, shipping, and courier services.
Are there any health and wellness providers near Edward Jones - Financial Advisor: Scott S Tracy?
Yes, Lakeway Health & Wellness Chiropractic and NewSound Hearing Aid Centers are nearby and offer chiropractic and audiologist services respectively.
Who are the main competitors of Edward Jones - Financial Advisor: Scott S Tracy?
Major competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.