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.
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Edward Jones - Financial Advisor: David Seals, CEPA®|CRPC™
David is an outstanding choice for financial advice and retirement planning.
JP
John Powell
Jul 27, 2022
5.0
I've never had someone take the time to not only their process but also the action steps to take me from where I am to where I want to be. David take the time to get to know his clients, understand what's most important to them and partner together with them to help them achieve those goals.
Frequently Asked Questions About Edward Jones - Financial Advisor: David Seals, CEPA®|CRPC™
What services does Edward Jones - Financial Advisor: David Seals provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual goals.
What are the office hours for Edward Jones - Financial Advisor: David Seals?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and by appointment only on Fridays. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: David Seals located?
The office is located at 6305 Preston Road, Suite 800, Plano, TX 75024, United States.
How can I contact Edward Jones - Financial Advisor: David Seals?
You can contact them by phone at +1 469-727-3162 or +1 972-423-2699, or email david.seals@edwardjones.com.
Can I book a financial consultation with David Seals online?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-seals/contact/.
What languages are spoken at Edward Jones - Financial Advisor: David Seals?
English is the language spoken at this office.
Are there any other Edward Jones financial advisors nearby?
Yes, nearby you can find Edward Jones - Financial Advisor: Bobby Pugh and Edward Jones - Financial Advisor: David K Seals Jr, both offering financial services.
What nearby services can I access after a financial consultation?
Near Edward Jones - Financial Advisor: David Seals, you have access to services such as legal help at Hill & Hill, accounting from Ron Johnston & Associates, and dental care at Haight Family Dentistry.
Are there convenient places to eat or shop near Edward Jones - Financial Advisor: David Seals?
Yes, nearby places include Donut Plaza for fresh bakery items and 7-Eleven for convenience shopping and gas station services.
How can I use nearby transportation or accommodation when visiting Edward Jones - Financial Advisor: David Seals?
If you are traveling, nearby accommodation options include TownePlace Suites by Marriott Dallas Plano and Residence Inn by Marriott Dallas Plano/Legacy, making it convenient for out-of-town clients.