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: Jill E Clifton, CEPA®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jill E Clifton, CEPA®|AAMS®
What types of financial services does Edward Jones - Financial Advisor Jill E Clifton offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Jill E Clifton located?
The office is located at 556 Silicon Dr, Suite 102, Southlake, TX 76092, US.
What are the office hours for Edward Jones - Financial Advisor Jill E Clifton?
Open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:00 PM. Closed on Saturdays and Sundays.
How can I schedule an appointment with Jill E Clifton?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jill-clifton/contact/.
Does Edward Jones - Financial Advisor Jill E Clifton offer any online tools for 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 the Edward Jones office in Southlake?
English is the primary language spoken at this Edward Jones office.
How can I contact Jill E Clifton directly via phone or email?
You can call them at +1 817-416-8768 or email jill.clifton@edwardjones.com.
What types of financial products can I discuss with the advisor at this Edward Jones office?
They specialize in stocks and bonds, investment management, and provide advisory services tailored to your financial goals.
Are there any insurance agencies near the Edward Jones Southlake office that customers might also find useful?
Yes, nearby insurance agencies include Weatherby-Eisenrich Insurance, Daniel Gilmond: Allstate Insurance, Agapé Healthcare Insurance, Nexus Insurance, and Annette Drott: Allstate Insurance, which might be helpful for complementary insurance needs.
Can customers visiting Edward Jones in Southlake easily access mental health and counseling services nearby?
Yes, nearby options include Dallas-Fort Worth's ADHD Experts, Life Solutions of Dallas-Fort Worth, Nourished Soul, Southlake Psychiatric & Counseling Center, and Monica Olson, MA LPC for counseling and mental health support.
What other financial or legal services are located near the Edward Jones Southlake office?
Nearby financial and legal services include Michael Kapp - Texas Lender, Southern Mortgage Group (mortgage broker), The Law Office of Lisa McBee, LLC, and Law Office of Dana L. White, PLLC, providing options for lending and legal consultation.