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: Jim McKenzie, AAMS®
32731 Egypt Ln, Magnolia, TX
77354, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jim McKenzie, AAMS®
What services does Edward Jones - Financial Advisor: Jim McKenzie offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with stocks and bonds management.
Where is Edward Jones - Financial Advisor: Jim McKenzie located?
The office is located at 32731 Egypt Ln, Suite 801, Magnolia, TX 77354, USA.
How can I contact Edward Jones - Financial Advisor: Jim McKenzie?
You can call them at +1 281-363-9800 or email j.mckenzie@edwardjones.com.
What languages are spoken at this Edward Jones branch?
English is spoken at this location.
Is the Edward Jones office open currently?
The office is currently open.
How can I schedule a consultation with Jim McKenzie?
You can schedule a consultation via the contact page: https://www.edwardjones.com/us-en/financial-advisor/j-mckenzie/contact/
Does Edward Jones offer any online tools to plan for retirement?
Yes, they offer a Retirement Savings Calculator accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there any nearby financial advising services close to Edward Jones at Magnolia?
Yes, Viaggio Wealth Partners is nearby and also provides financial advising and investing services.
What educational centers are located near Edward Jones - Financial Advisor: Jim McKenzie?
Sylvan of the Woodlands & Magnolia and Sylvan Learning of The Woodlands and Magnolia, both tutoring centers focused on education and test preparation, are nearby.
What other services or businesses are near Edward Jones that might be useful to clients?
Nearby are Kent Family Insurance Group and Farmers Insurance - Pete Torres for insurance services, as well as America's ER Medical Center for urgent care needs.