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: Chadwick O Lee
17207 Kuykendahl Road, Spring, TX
77379, United States
Reviews
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- DFDon FerraroJan 5, 20225.0Chad is top notch! Extremely confident doing business with him. Trust is also a word that comes to mind. He and his staff have their clients best interests at heart!
- DKDeedra KupolatiJan 27, 20215.0He is very knowledgeable and answered questions about my situation. Anything he could not answer he told me places to continue my research. If all pans out I will be using his services as a Financial advisor
Frequently Asked Questions About Edward Jones - Financial Advisor: Chadwick O Lee
What kind of financial services does Edward Jones - Financial Advisor: Chadwick O Lee offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Chadwick O Lee located?
The office is located at 17207 Kuykendahl Road, Ste 103, Spring, TX 77379, United States.
How can I contact Edward Jones - Financial Advisor: Chadwick O Lee?
You can reach the office by phone at +1 281-378-7139 or the alternate phone at +1 281-655-0400. Email inquiries can be sent to chadwick.lee@edwardjones.com.
Does Edward Jones - Financial Advisor: Chadwick O Lee offer online resources or apps?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage investments and financial planning conveniently.
Is it possible to schedule a consultation online with Chadwick O Lee?
Yes, you can schedule an appointment or contact the financial advisor through their reservation page at Edward Jones' website.
What languages does Edward Jones - Financial Advisor: Chadwick O Lee support?
The financial advisor communicates in English to assist clients with their financial needs.
What are some nearby places around Edward Jones - Financial Advisor: Chadwick O Lee's office that visitors might find useful?
Nearby places include Travis Crowder Law Firm for legal services, Growing Together Preschool and Daycare Spring Branch for childcare, and The Ravinia Apartments for accommodation needs, providing convenient options for clients before or after visiting the office.
Are there any nearby health or medical services near Edward Jones' office?
Yes, Javier Ruiz-nazario MD and Interim HealthCare of The Woodlands/Spring are nearby medical services, which might be helpful for clients who need health-related assistance in the area.
What local businesses near Edward Jones could clients visit for automotive or home services?
Clients can find services such as D.I.Y. Car Wash and Mr. Gtireshop for automotive needs, and Holden Roofing Spring for roofing and construction services near the Edward Jones office.
What should clients know about Edward Jones - Financial Advisor: Chadwick O Lee’s history and credibility?
Edward Jones was established in 1922 and has a long-standing tradition of providing financial advisory services focused on investment management, stock and bond brokerage, and personalized client advice.