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: Kristi L Trevino, CFP®|ChFC®
2312 Calder Dr, League City, TX
77573, United States
Hours
Reviews
5.0
1 reviews
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- NHNicholas HartJul 9, 20255.0Im kinda novice at the financials ill be honest, so my wife and I came here to get our situation straightened out. We sat down and discussed all the ins and outs with Kristi, she diligently wrote it all down, asked for every little detail and at our next meeting she had a comprehensive layout of our finances and what our next moves were/ could be. After we knocked out those first steps it was time to invest. Needless to say its sounds daunting but she put our minds at ease by laying it all out with no BS quotes or jargon we didn't understand. And we, thanks to her help, are getting life insurance, protecting our assets, guaranteeing that our family is taken care of in case you know what happens, and we are officially on the road to letting our money make money. You can't go wrong, and her assistant Ciara is on top of her game as well. I's are dotted and the t's are crossed. Check them out.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kristi L Trevino, CFP®|ChFC®
What type of financial services does Edward Jones - Financial Advisor: Kristi L Trevino offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
What are the office hours for Edward Jones - Financial Advisor: Kristi L Trevino?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Kristi L Trevino located?
The office is located at 2312 Calder Dr, Suite C, League City, TX 77573, United States.
How can I contact Kristi L Trevino at Edward Jones?
You can reach them by phone at +1 832-281-5062 or by email at kristi.trevino@edwardjones.com.
Does Edward Jones - Financial Advisor: Kristi L Trevino have an online presence?
Yes, they have a website at https://www.edwardjones.com/us-en/financial-advisor/kristi-trevino and a Facebook page at https://www.facebook.com/394705434654966.
Are there any mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for client use.
Can I schedule a consultation online with Kristi L Trevino?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/kristi-trevino/contact/.
What nearby community services or organizations could I visit before or after my appointment at Edward Jones?
You can visit Keystone Community Development Corporation or The American Legion Post 554, both nearby community service organizations.
Are there any local places to relax or enjoy a drink near Edward Jones office?
Nearby places to relax with a drink include Devil and The Deep Brewery and Canteen 554 bar, both located close to the Edward Jones office.
What nearby services might be useful if I have automotive needs when visiting Edward Jones?
Near Edward Jones, you can find Gulf Coast Auto Shield-South for auto repair and detailing, and Posh Exotics Collision Center for body shop and restoration services.