Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Heath Walz, CRPC™
1 Chisholm Trail Rd, Round Rock, TX
78681, United States
Reviews
5.0
1 reviews
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1 star0
- ICIsaac ChavezNov 16, 20235.0Heath and Marissa are INCREDIBLE. I'm very green to managing my finances and they are always willing to explain things in a manner that makes it easy to understand. They on top of managing my portfolio and will make sure I have all the information I need to be making the best decisions for me. Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Heath Walz, CRPC™
What services does Edward Jones - Financial Advisor: Heath Walz offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Heath Walz at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Where is the Edward Jones office of Heath Walz located?
The office is located at 1 Chisholm Trail Rd, Suite 4100, Round Rock, TX 78681, USA.
How can I schedule an appointment with Heath Walz?
Appointments can be scheduled online at their contact page or by calling +1 512-255-6019.
Are there any special hours for visiting Edward Jones with Heath Walz?
They operate by appointment only on Saturdays, in addition to regular weekday hours.
What languages are spoken at Edward Jones - Financial Advisor: Heath Walz?
English is the language used for client communication.
Can I use a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers both Android and iOS apps for managing your investments.
What nearby places can I visit when going to Edward Jones - Heath Walz office?
Nearby places include TFW Advisors (trusts and accounting), South Central Texas Healthcare (hospital), and Goosehead Insurance agency.
How can nearby financial services like Eric McLaughlin at CrossCountry Mortgage complement my visit to Edward Jones?
You can coordinate mortgage or other financial planning needs by visiting nearby services like Eric McLaughlin at CrossCountry Mortgage along with Edward Jones.
Are there healthcare facilities near Edward Jones - Heath Walz for clients who may want to combine visits?
Yes, South Central Texas Healthcare hospital and doctors William D. Stavinoha, MD and Nazis Ali, NP are close by, making it convenient for healthcare and financial planning appointments.