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: Sergio Oporto, AAMS®|CRPC™
181 Grand Avenue, Southlake, TX
76092, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Sergio Oporto, AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Sergio A Oporto provide?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
What are the business hours for Edward Jones - Financial Advisor: Sergio A Oporto?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and operates by appointment only on Saturdays and Sundays.
How can I schedule an appointment with Sergio A Oporto?
You can schedule an appointment through their contact page available at https://www.edwardjones.com/us-en/financial-advisor/sergio-oporto/contact/.
Where is Edward Jones - Financial Advisor: Sergio A Oporto located?
The office is located at 181 Grand Avenue, Suite 218, Southlake, TX 76092, United States.
What languages are supported at this Edward Jones office?
The office offers services in English.
What are the contact numbers for Edward Jones - Financial Advisor: Sergio A Oporto?
You can reach them at the main phone number +1 817-214-3833 or the alternate phone number +1 817-310-6232.
What financial products does Sergio A Oporto specialize in?
He specializes in stocks & bonds, investment management, and advisory services.
Are there any nearby real estate services close to Edward Jones in Southlake?
Yes, nearby real estate services include Chicago Title and Fidelity National Title which can assist clients with real estate transactions and title services.
What shopping options are available near Edward Jones - Financial Advisor: Sergio A Oporto?
Nearby shopping includes Nike SouthLake, Aerie, GAP, Victoria's Secret, UNTUCKit, and 7 For All Mankind, offering a variety of apparel and accessories.
Are there places to relax or get refreshments near Edward Jones' Southlake office?
Yes, nearby establishments such as Starbucks coffee shop and Milwaukee Joe's Gourmet Ice Cream offer great spots to relax before or after your consultation.