Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™
5.04 reviews
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: Danielle J Bily, CFP®|AAMS®|CRPS™
503 FM 359 Rd, Richmond, TX
77406, United States
Hours
Reviews
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- TNTien NguyenJan 16, 20255.0Transferred my retirement account from Merrill Lynch to Danielle 5 years ago and couldn’t be happier. She and her team are very professional, exceptional customer service. Thanks very much.
- BRBill RosicatoAug 4, 20235.0We have been long time clients and we feel comfortable with Danielle and her services. Danielle’s staff is top notch; friendly and knowledgeable. We highly recommend!
- JDJessica DempseySep 14, 20215.0My husband and I transferred our investment accounts to Danielle Bily's office 6 years ago and I've been recommending her to people ever since! Our accounts have done extremely well based on her guidance. I know Danielle works hard to stay current and informed. She set up good life insurance policies for us, and after the birth of each of our 3 children her office has contacted us to set up 529 college funds. I feel confident that everything is in order.
- SRShelby RichardsonAug 27, 20215.0I've been a client of Danielle's since 2013. Danielle and her Branch Office Administrator, Lisa, are both so easy to work with! They follow through on delivering the information I need to make informed decisions for our financial future. Danielle intently listens to our financial goals and retirement dreams and helps my husband and I set a plan to reach them! I would highly recommend Danielle and her team! She is professional, down to earth, personable and extremely informative!
Frequently Asked Questions About Edward Jones - Financial Advisor: Danielle J Bily, CFP®|AAMS®|CRPS™
What types of financial services does Edward Jones - Financial Advisor: Danielle J Bily offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Danielle J Bily located?
It is located at 503 FM 359 Rd, Suite 140, Richmond, TX 77406, USA.
What are the office hours for Edward Jones - Financial Advisor: Danielle J Bily?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Danielle J Bily?
You can call them at +1 281-342-1374 or email danielle.bily@edwardjones.com.
Does Edward Jones - Financial Advisor: Danielle J Bily provide any online tools to help plan for retirement?
Yes, they offer a retirement savings calculator available through their website to help you prepare for your future.
Can I book a consultation or appointment online with Danielle J Bily?
Yes, you can make a reservation or contact them through their online contact page at Edward Jones' website.
Are there other Edward Jones financial advisors near Danielle J Bily's office?
Yes, nearby Edward Jones advisors include David Navia, Lauren E Kerr, and Kaitlyn Lingo who also provide financial services in the area.
What dining options are available near Edward Jones - Financial Advisor: Danielle J Bily?
Nearby dining includes Karl’s Restaurant & Bar, Hummingbird Bakery, Mugz Coffee Bar, Nanni's Cakes, and Clancy's Public House, offering a variety of meals, coffee, and baked goods.
Are there services near Edward Jones - Financial Advisor: Danielle J Bily for shipping and mailing needs?
Yes, The UPS Store and The UPS Store 6565 nearby provide shipping, printing, and packing services for convenient mailing options.
What types of professionals or businesses are located near Edward Jones - Financial Advisor: Danielle J Bily?
Nearby businesses include insurance agencies like Mims Integra Insurance, property management services such as PMI Fort Bend, legal services like The Law Office of Matthew F. Scholes, and various financial service providers.