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: Kathleen E Clark, CFP®
523 Elm St, Portland, TX
78374, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathleen E Clark, CFP®
What investment services does Edward Jones - Financial Advisor: Kathleen E Clark offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
What are the business hours for Edward Jones - Financial Advisor: Kathleen E Clark?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Kathleen E Clark located?
The office is located at 523 Elm St, Portland, TX 78374, USA.
How can I contact Edward Jones - Financial Advisor: Kathleen E Clark?
You can contact her by phone at +1 361-643-8218 or via email at kathleen.clark@edwardjones.com.
Is there an app available for Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices through the Google Play Store and Apple App Store, respectively.
How can I schedule an appointment with Kathleen E Clark at Edward Jones?
Appointments can be scheduled online at https://www.edwardjones.com/us-en/financial-advisor/kathleen-clark/contact/
What languages are spoken at Edward Jones - Financial Advisor: Kathleen E Clark?
The office communicates primarily in English.
What are some nearby financial advisory services around Edward Jones - Financial Advisor: Kathleen E Clark?
Nearby financial advisory options include Ackman Clark Wealth Management, Edward Jones - Financial Advisor: Joseph R Vasquez, and Edward Jones - Financial Advisor: Elizabeth Ackman, CRPC®.
Are there any nearby cultural or recreational places near Edward Jones in Portland, TX?
Yes, nearby places include Moonlit Art Gallery & Gift Shop, Bowman Design and Framing, La Cueva Art Gallery & Gathering, and Fifth & Elm Portland, Texas which features music, dining, and a playground.
What nearby services might be useful for visitors to Edward Jones - Financial Advisor in case they need other facilities?
Visitors can find services such as Coastal Buds Dispensary for retail needs, E5 Sigma Repair for mobile phone and computer repair, and Gregory Portland Nutrition for smoothies and juices nearby.