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: Cody S Dailey
102 Wonder World Dr, San Marcos, TX
78666, United States
Hours
Reviews
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- JPJoca Marquez, Ph.D.Aug 7, 20205.0I just love the service we receive from Cody's office especially from Linda! We have a 403b, a Roth IRA, and a 529 College Savings account for my daughter and we have received exceptional service from them. Cody and Linda are warm, welcoming, and very friendly when we stop by. I cannot say enough about the services they provide and how well they take care of their customers. Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody S Dailey
What services does Edward Jones - Financial Advisor: Cody S Dailey offer?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
What are the business hours for Edward Jones - Financial Advisor: Cody S Dailey?
The office is open Monday through Friday from 7:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Cody S Dailey located?
The office is located at 102 Wonder World Dr, Ste 303, San Marcos, TX 78666.
How can I contact Edward Jones - Financial Advisor: Cody S Dailey?
You can reach them by phone at +1 737-520-3304 or via email at cody.dailey@edwardjones.com.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Cody S Dailey?
Yes, appointments can be scheduled online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/cody-dailey/contact/
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers a mobile app available on Android and iOS platforms.
What financial planning tools does Edward Jones provide for retirement?
Edward Jones offers a retirement savings calculator available on their website to help clients prepare for their future.
What nearby services can customers access when visiting Edward Jones in San Marcos?
Nearby services include Compassionate Care Hospice for health support, Damron Group for real estate assistance, and Pak Mail for shipping and notary services, which could be useful before or after financial consultations.
Are there any nearby places for relaxation or food near Edward Jones - Financial Advisor: Cody S Dailey?
Yes, clients can visit Isanze Day Spa/Hair Co for hair salon services or enjoy coffee and meals at Mochas & Javas and Radish & Dill, all located nearby to relax before or after their appointments.
What local businesses around Edward Jones might be helpful for home and personal needs?
Nearby businesses include McCoy's Building Supply for home improvement, 9Round Kickboxing Fitness for fitness activities, and B&J Pharmacy for medical and health needs.