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: Danny E Morgan, CFP®
1830 Round Rock Avenue, Round Rock, TX
78681, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- DPDianne PrestonSep 1, 20205.0My husband and I have been working with Danny Morgan for the last few years, and he has been an absolutely amazing advisor! He has thoroughly and oh-so patiently walked us through every step of the process when we decided to finally keep track of our scattered assets (401Ks from old employers, etc.) and plan for an eventual retirement, and he's never hesitated to be there to answer questions and to check up on us. Danny has even personally delivered holiday gifts and sent cards for our anniversary and birthdays - a lost art in customer service and lovely touches that are very much appreciated! We highly recommend hiring Danny and his admin Vinka!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Danny E Morgan, CFP®
What services does Edward Jones - Financial Advisor: Danny E Morgan, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor: Danny E Morgan, CFP® located?
The office is located at 1830 Round Rock Avenue, Suite 200, Round Rock, TX 78681, USA.
What are the business hours for Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
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.
How can I contact Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
You can reach them by phone at +1 737-257-4807 or +1 512-246-7880, or by email at danny.morgan@edwardjones.com.
Does Edward Jones - Financial Advisor: Danny E Morgan, CFP® offer online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help you plan for retirement.
Can I schedule an appointment with Edward Jones - Financial Advisor: Danny E Morgan, CFP® online?
Yes, appointments can be scheduled through their contact reservation page at https://www.edwardjones.com/us-en/financial-advisor/danny-morgan/contact/
What languages are spoken at Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
Services are provided in English.
What nearby places of interest can I visit around Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
Nearby you can find La Di Da Glow Studio & Jewelry Lounge for spa treatments, ATX Endodontics for dental care, and Round Rock Eye Consultants for eye care services.
Are there other financial advisors near Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Eric E Morgan, Joe Brown AAMS®, and Dillon C Shelton.
How can nearby transit or amenities help me when visiting Edward Jones - Financial Advisor: Danny E Morgan, CFP®?
When visiting, you can also explore local amenities like Alpha Medical Massage & Rehabilitation for wellness or visit nearby banks such as R Bank or Affiliated Bank for additional financial services.