Edward Jones - Financial Advisor: Cassandra R Moreno, CFP®|AAMS®
3.02 reviews
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: Cassandra R Moreno, CFP®|AAMS®
2228 Trenton Road, McAllen, TX
78504, United States
Hours
Reviews
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- JNJD2021 NoDec 11, 20231.0On her website she states she works with families and does retirement planning. However when I called, I was told I need $100,000 dollars. What?!?! I just wanted some retirement advice.
- CCClayDec 21, 20215.0Expert at Financial planning, I trust her completely. Outstanding at helping you understand the personalized planning and options available. If you want the Best available, here she is. Look no further.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cassandra R Moreno, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Cassandra R Moreno, CFP®|AAMS® offer?
We offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Cassandra R Moreno located?
Our office is located at 2228 Trenton Road, Ste. 200, McAllen, TX 78504, USA.
What are the business hours for Edward Jones - Financial Advisor: Cassandra R Moreno?
We are open Monday through Friday from 8:00 AM to 4:00 PM, and closed on weekends.
How can I contact Cassandra R Moreno for financial advice?
You can reach Cassandra by phone at +1 956-618-4720 or email at cassandra.moreno@edwardjones.com.
Is it possible to book a consultation with Cassandra R Moreno online?
Yes, you can schedule an appointment via our reservation page at https://www.edwardjones.com/us-en/financial-advisor/cassandra-moreno/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Cassandra R Moreno's office?
We conduct our consultations and services in English.
Where can I download the Edward Jones app for my phone?
The Edward Jones app is available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What are some nearby financial services to Edward Jones in McAllen?
Nearby financial services include Inter National Bank, Western Union, and Bitcoin Depot, making it convenient for you to manage additional financial needs around your visits.
Are there dining options close to Edward Jones - Financial Advisor: Cassandra R Moreno?
Yes, you can enjoy nearby dining at Subway, Taqueria El Infiernito, Burger King, and Taqueria La Herradura before or after your appointment.
What other services can I find near Edward Jones on Trenton Road?
In addition to financial services, the area offers mobile phone stores like Metro by T-Mobile and Cricket Wireless, automotive parts at O'Reilly Auto Parts, and health services like Xpress Dental.