Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Parsons Donnelly Wealth Management
307 E Main Street, Round Rock, TX
78664, United States
Hours
Frequently Asked Questions About Parsons Donnelly Wealth Management
Where is Parsons Donnelly Wealth Management located?
Parsons Donnelly Wealth Management is located at 307 E Main Street, Round Rock, TX 78664, US.
What services does Parsons Donnelly Wealth Management offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the business hours for Parsons Donnelly Wealth Management?
Monday through Thursday, they're open from 7:30 AM to 5:30 PM; Fridays from 8:00 AM to 3:00 PM; closed on Saturdays and Sundays.
Does Parsons Donnelly Wealth Management provide any online or remote services?
Yes, they offer services through web conferencing.
What types of financial specialties does Parsons Donnelly Wealth Management focus on?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at Parsons Donnelly Wealth Management?
English is the primary language spoken at this location.
How can I contact Parsons Donnelly Wealth Management?
You can reach them by phone at +1 512-255-9700 or visit their website at https://www.edwardjones.com/parsons-donnelly-wealth-management.
Which nearby financial advisors are located around Parsons Donnelly Wealth Management?
Nearby financial advisors include Edward Jones - Financial Advisor: Doak Fling, Shawn Parsons, and JR Wilbanks, providing additional financial services options in the area.
What local amenities can I visit near Parsons Donnelly Wealth Management?
You can visit local spots such as La Esquina Cantina, a Mexican restaurant and bar, and Bliss Salon and Med Spa for beauty services near the office.
Are there cultural or recreational places near Parsons Donnelly Wealth Management?
Yes, nearby you have Downtown Round Rock, a travel and accommodation area, and the Historical Downtown Round Rock museum for cultural visits.