Edward Jones - Financial Advisor: Jon Strandlie, CFP®|ChFC®|AAMS®
5.06 reviews
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: Jon Strandlie, CFP®|ChFC®|AAMS®
3208 Napier Park, Shavano Park, TX
78231, United States
Hours
Reviews
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- BRBrett RoweNov 6, 20195.0We have worked with Jon for many years now. We are very comfortable with his advice and he has worked wonders with our retirement planning. I would highly recommend him to anyone looking for an honest financial planner.
- DLDiana LanghamOct 18, 20195.0When we decided we needed a new advisor, one that could customize a plan for our retirement, college, investments, insurance, tax advice, social security and medical coverage advice, we looked around and listened trying to gauge who we could trust with our lives moving forward. It is a very serious matter. Most did not meet the standards we were expecting, Jon and Rebecca met those standards. Our first impression was "yes" they are honest and driven to do the right thing. We made the best choice in trusting this team. They have exceeded our expectations. Jon has exceeded all expectations, he is honest and personally cares about our future. We are glad he and Rebecca are part of our family retirement strategy. I recommend this team to everyone, including those young friends that are not thinking about this yet. Thank you Jon and Rebecca!
- DLDonna LindtAug 12, 20195.0Jon is a very professional and caring advisor. My husband and I have been with him for years and are very pleased with the service we receive. He is very knowledgeable about Edward Jones products, he explains our options clearly and concisely. I enjoy talking to Rebecca, she is always cheerful and helpful with all my questions. Jon and Rebecca make a great team and we recommend them to anyone who needs a financial advisor. Thanks so much to both of you!
- KJK. JajouJun 29, 20195.0Jon is an outstanding advisor who truly cares about his clients and is fantastic at guiding us towards our financial goals. He works closely with my dad who has low vision and is hard of hearing. Jon takes the time to sit down and write notes and answer all of my dad's questions. I would recommend him to any and everyone who is looking for a financial advisor.
- WMWesley MalikMay 18, 20195.0I have worked with Jon since my retirement and have found him to be professional, knowledgeable, and enjoyable as our financial advisor! Rebecca is friendly and helpful! They make a great team!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Strandlie, CFP®|ChFC®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Jon Strandlie offer?
Edward Jones offers personalized services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jon Strandlie located?
The office is located at 3208 Napier Park, Ste 2, Shavano Park, TX 78231, USA.
What are the office hours for Edward Jones - Financial Advisor: Jon Strandlie?
The office is open Monday through Saturday from 8:00 AM to 4:00 PM and closed on Sundays.
How can I contact Edward Jones - Financial Advisor: Jon Strandlie by phone or email?
You can call at +1 210-495-9520 or email jon.strandlie@edwardjones.com for inquiries.
Is there an online way to schedule a consultation with Jon Strandlie?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-strandlie/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken at Edward Jones - Financial Advisor: Jon Strandlie?
Services are provided in English.
What healthcare facilities are near Edward Jones - Financial Advisor: Jon Strandlie that clients might visit?
Nearby healthcare facilities include Advanced Gastroenterology Associates of SA, Gastro Star, Texas Spine Clinic, and Arthritis Relief and Vascular Centers which may be useful for clients seeking medical services before or after their financial consultation.
Are there local schools near Edward Jones office?
Yes, nearby schools include Blattman Elementary School and Patricia J Blattman Elementary School, which may be of interest to clients with children or educational investment goals.
What real estate services are located near Edward Jones - Financial Advisor: Jon Strandlie?
Several real estate services nearby include Perfect Home Realty, The Salter Team at Legacy Mutual Mortgage, and multiple real estate agents such as April Walker and Sandra “Lucy” Green Realtor, which could be helpful if clients are considering property investments or mortgage advice.