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: Albert Santaella, CFP®
7800 N Dallas Parkway, Plano, TX
75024, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Albert Santaella, CFP®
What services does Edward Jones - Financial Advisor: Albert Santaella, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations.
Where is Edward Jones - Financial Advisor: Albert Santaella, CFP® located?
The office is located at 7800 N Dallas Parkway, #120, Plano, TX 75024, USA.
What are the office hours for Edward Jones - Financial Advisor: Albert Santaella, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Albert Santaella at Edward Jones?
You can call the main phone at +1 469-327-5167 or email albert.santaella@edwardjones.com.
Can I schedule a consultation with Albert Santaella online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/albert-santaella/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.
What mobile apps are available for accessing Edward Jones services?
Edward Jones has apps for both Android and iOS available on Google Play and the Apple App Store.
What should I know about nearby places when visiting Edward Jones in Plano?
Nearby places include financial services like CNN Mortgage and Felix Garcia Insurance Agency, which may complement your financial planning needs.
Are there any nearby facilities for health and wellness near Edward Jones' office?
Yes, Renaissance Rejuvenation Spa and Skin Pharm medical spas are nearby, which you might visit for relaxation before or after your appointment.
What nearby amenities could be useful if I'm visiting Edward Jones' office in Plano?
Visitors can access services like real estate help at Independence Title Plano and enjoy leisure time at Baccus Park shopping center nearby.