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.
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Great professional financial advisor. Doug and Denise worked through a difficult transfer from Merrill lynch. Doug made well researched and well thought out recommendations to improve our retirement portfolio. Highly recommended 👌
JW
James Whited
Apr 7, 2022
4.0
So far he seems really solid. However not as attentive as one might expect with a depression looming. I truly hope he moves our business along with the fervor that I would expect since my money isn't worth much every day. I will update this in about 4 days and give a better assessment! The star rating I give at this moment is suspect to how I feel about the metrics of my needs. I will give a 4 star at this point for two reason's. #1 my needs havent been met yet and #2 I'm not yet sure how hard he is working to meet our urgency in moving forward. Since our money has taken a huge hit and continues to take a loss as we wait.
Frequently Asked Questions About Edward Jones - Financial Advisor: Doug Green
What financial services does Edward Jones - Financial Advisor: Doug Green provide?
The office offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Doug Green located?
The office is located at 2784 US-190 W, Suite 400, Livingston, TX 77351, USA.
What are the office hours for Edward Jones in Livingston, TX?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Doug Green at Edward Jones?
You can contact Doug Green by phone at +1 936-327-3323 or by email at doug.green@edwardjones.com.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator available at their website to help prepare for your financial future.
Which languages are spoken at Edward Jones - Financial Advisor: Doug Green?
The office staffs advisors who speak English.
How can I schedule an appointment with Doug Green at Edward Jones?
You can book a consultation through their online reservation page at the provided contact URL.
Are there any real estate agencies near Edward Jones that clients might visit?
Yes, nearby real estate agencies include Richard Armand KW Real Estate, Autumn Walker Realtor, Lake & Country Real Estate Lake Livingston, Keller Williams Northeast Livingston, Cruse Heritage Group, and Lake Livingston Homes-Keller Williams Livingston.
What dining options are available near Edward Jones in Livingston?
Nearby dining includes Adriana's Taqueria, offering Mexican and Tex-Mex cuisine, and The Beauty Lounge, which is a hair salon and lounge that also functions as a bar.
Are there any convenient services for printing or mailing near Edward Jones?
Yes, nearby services include PostNet for printing and shredding services and a UPS Authorized Shipping Outlet for courier and shipping needs.