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: David Wheat
901 SE 1st Street, Mineral Wells, TX
76067, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: David Wheat
What services does Edward Jones - Financial Advisor: David Wheat offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: David Wheat located?
It is located at 901 SE 1st Street, Mineral Wells, TX 76067, USA.
What are the business hours for Edward Jones - Financial Advisor: David Wheat?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David Wheat?
You can contact them by phone at +1 940-716-3235 or by email at david.wheat@edwardjones.com.
Is there an online way to book an appointment with Edward Jones - Financial Advisor: David Wheat?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-wheat/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS devices via the Google Play Store and Apple App Store respectively.
Which financial competitor firms are near Edward Jones - Financial Advisor: David Wheat?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which offer similar investment and advisory services.
What nearby places can I visit for a meal before or after visiting Edward Jones - Financial Advisor: David Wheat?
You can visit nearby restaurants such as Domino's Pizza, Pizza Hut, HTeaO (a tea room and cafe), or Dairy Mart for a variety of dining options.
What local services are available near Edward Jones that might interest customers?
Near Edward Jones, you can find services including Expressions Hair Salon, Texas Home and Ranch Real Estate, Texas Car Title and Payday Loan Services, and Wallace Insurance Agency for hair care, real estate, lending, and insurance needs respectively.
Are there any recreational or outdoor attractions near Edward Jones - Financial Advisor: David Wheat?
Yes, Possum Kingdom Lake is a nearby lake offering outdoor activities, which could be an enjoyable stop before or after your financial consultation.