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: Alex Sherman
526 Hwy 120 E, Pottsboro, TX
75076, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Sherman
What types of financial services does Edward Jones - Financial Advisor: Alex Sherman provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advising tailored to individual client needs.
How can I contact Alex Sherman, the financial advisor at Edward Jones in Pottsboro?
You can contact Alex Sherman by phone at +1 903-664-6539 or +1 903-786-7088, or via email at alex.sherman@edwardjones.com.
Where is the Edward Jones office of Alex Sherman located?
The Edward Jones office of Alex Sherman is located at 526 Hwy 120 E, Suite 1, Pottsboro, TX 75076, USA.
Does Edward Jones - Financial Advisor: Alex Sherman offer online tools or apps?
Yes, Edward Jones offers mobile apps available on Android and iOS for convenient access to investment management and financial services.
How can I schedule a consultation with Alex Sherman at Edward Jones?
You can schedule a consultation by visiting the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/alex-sherman/contact/.
What languages are spoken by the Edward Jones office in Pottsboro?
The Edward Jones office of Alex Sherman primarily offers services in English.
Are there any nearby parks where I can relax before or after meeting with my financial advisor?
Yes, Friendship Park and Pottsboro Friendship Park are nearby places where you can relax before or after your appointment at Edward Jones.
What local businesses are near Edward Jones - Financial Advisor: Alex Sherman that might be helpful?
Nearby businesses such as Dynamic Claims Solutions and Sweetin Insurance Agency can assist with insurance needs, complementing your financial planning at Edward Jones.
Are there any beauty and wellness services near Edward Jones in Pottsboro?
Yes, nearby places like Head to Toe Salon, The Finishing Touch by Janette, and The Massage Stop offer beauty and spa services to visit before or after your financial consultation.
What is the historical background of Edward Jones?
Edward Jones was established in 1922 and has a long-standing history providing financial advisory and investment services tailored to individual client goals.