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: Jim Waterman, CFP®|AAMS®|CRPC™
5301 Village Creek Dr, Plano, TX
75093, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Waterman, CFP®|AAMS®|CRPC™
What are the main services offered by Edward Jones - Financial Advisor: Jim Waterman?
Edward Jones - Financial Advisor: Jim Waterman offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Jim Waterman?
The office is open Monday to Thursday from 8:00 AM to 6:00 PM, Friday from 8:00 AM to 12:00 PM, and closed on Saturdays and Sundays.
How can I schedule a consultation with Jim Waterman?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-waterman/contact/ or by calling +1 972-758-9602.
Where is Edward Jones - Financial Advisor: Jim Waterman located?
The office is located at 5301 Village Creek Dr, Suite D, Plano, TX 75093, USA.
Which languages are supported at this Edward Jones office?
The office provides services in English.
How can I access Edward Jones services on mobile devices?
You can download the Edward Jones mobile app on Android via the Google Play Store and on iOS via the Apple App Store using the provided links.
What retirement planning tools does Edward Jones provide?
Edward Jones offers a Retirement Savings Calculator available online to help assess your readiness for retirement.
What nearby professional services are available near Edward Jones office in Plano?
Kane Title and First Source Title Texas offer professional and real estate services nearby, useful if you require title services or real estate assistance along with your financial planning.
Are there any healthcare or counseling services close to Edward Jones - Financial Advisor: Jim Waterman?
Yes, nearby health and counseling services include Gail Donoff (psychotherapist), Hillcrest Home Health (home health care), and Think Tank Counseling, which might be helpful if you seek health or wellness support.
What local amenities can I visit near Edward Jones office while in Plano?
Nearby amenities include Art Centre Theatre for entertainment, S Beauty Skin Studio and Acclaim Medspa for beauty and spa services, and Finest Plano Carpet Cleaners for home care needs.