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: Kathy Moeller, CRPC™
4903 82nd St, Lubbock, TX
79424, United States
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- BWBelisa WaldropNov 16, 20225.0I have always felt supported by Edward Jones. I trust my financial advisor Kathy.! Office staff is super helpful and everything is well explained.
- JDJennifer DiazNov 19, 20211.0Edward jones is a joke! They do not support small local businesses. I own a cbd store in Lubbock which clearly sells only HEMP derived products. They turned my money away. What a joke, take your business elsewhere. The only reason I put one star is because Kathy was super sweet.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathy Moeller, CRPC™
What financial services does Edward Jones - Financial Advisor: Kathy Moeller offer?
They provide personalized investment services including retirement planning, education savings, stock and bond management, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Kathy Moeller at Edward Jones?
You can reach Kathy Moeller by phone at +1 806-798-6225 or by emailing kathy.moeller@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kathy Moeller located?
The office is located at 4903 82nd St, Suite 40, Lubbock, TX 79424, USA.
Is it possible to schedule a consultation with Kathy Moeller online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/kathy-moeller/contact/
Are there any mobile applications associated with Edward Jones for managing investments?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help clients manage their investments on the go.
What languages are supported by Edward Jones - Financial Advisor: Kathy Moeller?
Services are offered in English.
Which financial firms are considered competitors of Edward Jones - Financial Advisor: Kathy Moeller?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby financial institutions could I visit along with Edward Jones for varied services?
Nearby financial institutions include First Financial Bank and Wells Fargo Bank, which could complement your banking and financial planning needs.
Are there any nearby healthcare services close to Edward Jones - Financial Advisor: Kathy Moeller?
Yes, nearby healthcare providers such as South Plains Dental, Lubbock Root Canals, and QC Kinetix offer dental and pain management services that may be useful when planning appointments in the area.
What nearby recreational or wellness options are available near Edward Jones?
You can visit fitness centers like TruFit Athletic Clubs and Bodyworks for wellness activities, or enjoy coffee and treats at J's Creamery, making your visit to Edward Jones more convenient and enjoyable.