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: Melissa Carlisle, CFP®
318 W FM 544, Murphy, TX
75094, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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1 star0
- TBThomas BaricJun 11, 20255.0I have five years with Melissa. If you want someone to manage your money I couldn't possibly think there is someone better than Melissa. I will also say that her office staff, Leanne, is extremely pleasant and I enjoy every interaction with her. Melissa, thank you doesn't cut it nor does this review but THANK YOU ANYWAY!
- SHSteve HSep 23, 20235.0Melissa is extremely intelligent and will expertly manage your profile while making you feel like a VIP. Her staff is professional and courteous. Melissa will explain the complex details of her financial advice until you are comfortable and confident. After every phone call, message, or meeting you will leave feeling more secure about your profile decisions.
- KPKaren PearsonOct 11, 20175.0Melissa will work harder for you than anyone will so that you can have the best Financial Freedom for your future. She has a level of trust and integrity and devotion that most people don't have. It's hard to trust anyone with your money but if you're going to put that trust in anybody it should be Melissa.
- LML MorrowAug 24, 20175.0Melissa's diligent management over our account has generated higher yields than any other advisor I have worked with before.
- DLDorothy LewisAug 24, 20175.0Melissa has provided us with great service, and while staying current with the market, she monitors our investments, making sound recommendations for our needs. We highly recommend her for your financial needs. Mitch and Dorothy L.
Frequently Asked Questions About Edward Jones - Financial Advisor: Melissa Carlisle, CFP®
What services does Edward Jones - Financial Advisor: Melissa Carlisle offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Melissa Carlisle located?
318 W FM 544, Suite D2, Murphy, TX 75094, USA.
What are the office hours of Edward Jones - Financial Advisor: Melissa Carlisle?
Monday to Thursday from 8:30 AM to 5:00 PM, Friday 8:30 AM to 3:00 PM, closed on Saturdays and Sundays, with Saturday by appointment only.
How can I contact Melissa Carlisle at Edward Jones?
You can call +1 972-422-7364 or email melissa.carlisle@edwardjones.com.
Is it possible to book a consultation online with Melissa Carlisle?
Yes, appointments can be scheduled via the online contact page at Edward Jones' website.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help manage your investments.
What nearby financial services are close to Edward Jones in Murphy, TX?
Geneva Financial, also offering financial advising and mortgage services, is nearby and could be an alternative or complementary resource for financial needs.
Are there educational centers near Edward Jones that clients might consider?
Yes, Best Brains Learning Center and Sylvan Learning are nearby for educational support, which might interest clients planning education savings strategies.
What local amenities near Edward Jones might clients visit before or after their appointments?
Clients can visit places like Braum's Ice Cream & Dairy Store for a treat or Schlotzsky's for a meal, both conveniently located nearby.
How does Edward Jones - Financial Advisor: Melissa Carlisle differentiate from competitors?
They focus on personalized, face-to-face consultations tailored to clients' individual goals, supported by a long-standing heritage since 1922 and local commitment.