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: Trey Wright III, RICP®
2785 Rockbrook Dr, Lewisville, TX
75067, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Trey Wright III, RICP®
What services does Edward Jones - Financial Advisor Trey Wright III offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor Trey Wright III located?
The office is located at 2785 Rockbrook Dr, Ste 203, Lewisville, TX 75067, USA.
What are the office hours for Edward Jones - Financial Advisor Trey Wright III?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor Trey Wright III?
You can reach them by phone at +1 214-368-3341 or email at trey.wright@edwardjones.com.
Is it possible to schedule an appointment online with Trey Wright III?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/trey-wright/contact/.
Are there mobile apps available to stay connected with Edward Jones investments?
Yes, they offer both an Android app and an iOS app for managing investments on the go.
What nearby financial service options are available around Edward Jones in Lewisville?
Nearby financial services include Envision Financial Solutions, LNS Financial Associates, First Fidelity, and Savers Financial Solutions, giving clients a range of advisory and investment management options.
Which nearby places could clients visit for retirement or senior living services close to Edward Jones?
Clients can visit nearby senior living and retirement homes such as 4 Seasons Senior Living, Home Care 4 Seniors, and Evergreen at Vista Ridge for related services.
What educational or community services are near Edward Jones that clients might explore?
Nearby educational facilities include Edstellar Inc and Wissen Learning Academy, which offer community services and schooling options.
How might clients find Edward Jones - Financial Advisor Trey Wright III using local transport or Uber?
Clients can use Uber services, as an Uber link is presented on their profile, to conveniently reach the office located at 2785 Rockbrook Dr, Ste 203, Lewisville.