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: Corey Wheeler
125 W McCarty Ln, San Marcos, TX
78666, United States
Hours
Reviews
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- JJJan JacksonJan 25, 20235.0Very kind and informative to a novice investor. Very knowledgable and helpful in little extra ways.
Frequently Asked Questions About Edward Jones - Financial Advisor: Corey Wheeler
What services does Edward Jones - Financial Advisor: Corey Wheeler offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Corey Wheeler?
The office is open Monday to Friday from 7:30 AM to 4:00 PM and is closed on Saturdays and Sundays, except Saturdays by appointment only.
How can I contact Corey Wheeler at Edward Jones?
You can contact via the main phone number +1 737-520-7304 or email corey.wheeler@edwardjones.com.
Where is Edward Jones - Financial Advisor: Corey Wheeler located?
The office is located at 125 W McCarty Ln, Suite 210, San Marcos, TX 78666, United States.
Is it possible to schedule a consultation online with Corey Wheeler?
Yes, you can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/corey-wheeler/contact/.
Which nearby places might be convenient for clients before or after visiting Edward Jones?
Nearby places include Paloma Montessori School, Texas State STAR Park, and Halcyon Home which might be relevant for clients who are parents, enjoy parks, or require home health services.
Are there fitness or recreational facilities near Edward Jones - Financial Advisor: Corey Wheeler?
Yes, nearby fitness options include Texas Health & Racquet Club, THRC San Marcos, and The Total Body Board for gyms and sports-related activities.
Where can clients find convenience stores or gas stations near Edward Jones?
Sunrise Market and Shell gas stations are close by, useful for quick errands or fuel when visiting the area.
What languages are spoken at Edward Jones - Financial Advisor: Corey Wheeler?
Services are provided in English.
What investment products can clients expect to discuss with Edward Jones - Financial Advisor: Corey Wheeler?
Clients can discuss stocks, bonds, mutual funds, and other investment management services.