Edward Jones - Financial Advisor: Trent Marsh

5.0
4 reviews
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Business Details

1700 Alma Dr, Plano, TX
75075, United States
(214) 491-4022
https://www.edwardjones.com/us-en/financial-advisor/trent-marsh
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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: Trent Marsh
1700 Alma Dr, Plano, TX
75075, United States

Hours

Reviews

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  • DM
    Dee Dieterich Marsh
    Mar 1, 2021
    5.0
    I have benefitted greatly from working with Trent Marsh. He has helped me plan for retirement, better manage my investments, and increase my portfolio since I moved my accounts to him in 2013. He listens and advises based upon what my goals are, and also offers insight into areas where I am uninformed so that I can make educated decisions. I highly recommend him to anyone who wants their investments to grow.
  • MS
    Mike Smith
    Feb 28, 2021
    5.0
    The quality of an advisor isn’t how much money you make in the good times it is how you perform in the bad times. I have been with Trent through the bad times of 2008 2009 and the crazy March of 2020. The performance of my portfolio was much better and recovery was greater than my friends with other advisors. Trent is always available and willing to talk through my investments at a level that I can understand. I cant say enough how please I have been with Trent’s guidance
  • GS
    glenn stiles
    Sep 18, 2019
    5.0
    Trent has been handling my wife’s and my investments for many years now. He is very personable and explains things that make sense. His office is comfortable and he always offers coffee or a cold drink. In this age of “online” everything, I still like to meet personally with my advisor to discuss my finances, especially retirement strategies. I have never had any trouble making an appointment and Edward Jones has all of the up to date tools to help determine need based choices.
  • JJ
    Jenn
    Sep 5, 2019
    5.0
    I have finally found a financial planner that knows what he is doing!!! Trent is very attentive and has helped me overcome financial hurdles. He has given me confidence in my future financial security. He explains and shows everything in detail and I just can't say enough nice things about him and his office.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Trent Marsh

What services does Edward Jones - Financial Advisor: Trent Marsh offer?

Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client needs.

What are the office hours for Edward Jones - Financial Advisor: Trent Marsh?

The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.