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 L Phillips II, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: David L Phillips II, CFP®
What services does Edward Jones - Financial Advisor: David L Phillips II, CFP® provide?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: David L Phillips II, CFP® located?
The office is located at 3540 North East Stallings, #300, Nacogdoches, TX 75965, USA.
What are the business hours for Edward Jones - Financial Advisor: David L Phillips II, CFP®?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Saturday and Sunday.
How can I contact Edward Jones - Financial Advisor: David L Phillips II, CFP® by phone?
You can reach the office at +1 936-209-7562 (main) or +1 936-462-9040 (alternate).
Is there an online way to schedule a consultation with David L Phillips II?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-phillips2/contact/.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for convenient access.
Who are some competitors to Edward Jones in financial advisory services?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby places can I visit around Edward Jones at 3540 North East Stallings?
Nearby places include Roy Blake Insurance, BOWLING.COM bowling alley, Crossover Counseling, and Nacogdoches High School. These locations provide additional services or activities you might enjoy before or after your visit.
Are there local health and wellness services near Edward Jones?
Yes, nearby health services include Laura Smith, LPC counseling, Illumia Health home health care, and Cataract, Glaucoma & Retina Consultants of East Texas.
What recreational activities are available near Edward Jones's location?
You can visit BOWLING.COM for bowling or enjoy outdoor activities at Maroney Park and Maroney Park Pickleball Courts nearby.