Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jason Palm
7850 Collin McKinney Pkwy, McKinney, TX
75070, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Palm
What services does Edward Jones - Financial Advisor Jason Palm offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Jason Palm focus on at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Jason Palm?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-palm/contact/.
Where is Edward Jones - Financial Advisor Jason Palm located?
They are located at 7850 Collin McKinney Pkwy, Suite 140, McKinney, TX, 75070, USA.
What languages are spoken at Edward Jones - Financial Advisor Jason Palm?
The services are offered in English.
Does the office have an app for easier access to financial services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
How can I contact Jason Palm directly via email or phone?
You can email him at jason.palm@edwardjones.com or call at +1 972-396-7976.
Are there other Edward Jones financial advisors near Jason Palm's office?
Yes, Edward Jones advisors Chris Smith and Denise R Dorbritz also have offices nearby.
What nearby parks can I visit before or after a meeting at Edward Jones?
You can visit Millie Cooper Park or Collin McKinney Park, both located near the office for some outdoor relaxation.
What local amenities are available near Edward Jones - Financial Advisor Jason Palm?
Nearby amenities include gyms like Life Time and Cooper Fitness Center, wellness centers such as Craig Ranch Fitness & Spa, and dining options like Tenley's Cafe.