Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Timothy M Montgomery
7300 Sh 121 Sb, McKinney, TX
75070, United States
Reviews
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2 reviews
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- EVErica VedaneOct 9, 20255.0Tim is an excellent advisor! Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Timothy M Montgomery
What services does Edward Jones - Financial Advisor: Timothy M Montgomery offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Timothy M Montgomery as a financial advisor?
He specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Timothy M Montgomery located?
The office is located at 7300 Sh 121 Sb, Suite 230, McKinney, TX 75070, United States.
How can I schedule an appointment with Edward Jones - Financial Advisor: Timothy M Montgomery?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/timothy-montgomery/contact/.
Are there any special hours for visiting this Edward Jones office?
Yes, they are open by appointment only on Saturdays.
What languages does Timothy M Montgomery’s office support?
They provide services in English.
What can customers learn about IRAs from Edward Jones?
Customers can learn more about IRAs by visiting Edward Jones' official site on retirement and IRAs at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What nearby companies could be of interest when visiting Edward Jones in McKinney?
Nearby companies such as Invito Energy Partners, a local investment firm, and First American Title, which provides real estate and escrow services, could be useful for clients with related financial and property interests.
Are there any nearby insurance agencies to Edward Jones - Financial Advisor: Timothy M Montgomery?
Yes, Jonathan Prater: Allstate Insurance and MarCon Benefits Group LLC are nearby insurance agencies that clients might find helpful for additional insurance needs.
What local services are available near Edward Jones if I need home or property assistance?
Nearby you will find service providers like United Water Restoration Group for damage restoration and Ready Set Build LLC for construction and property management services.