Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®
5.02 reviews
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: Carolyn Rocha, CFP®|CEPA®|AAMS®
825 E Hwy 199, Springtown, TX
76082, United States
Hours
Reviews
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- RJRobert JuarezDec 6, 20195.0Carolyn listens to your needs and offers knowledgeable answers.
Frequently Asked Questions About Edward Jones - Financial Advisor: Carolyn Rocha, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Carolyn Rocha offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the operating hours for Edward Jones - Financial Advisor: Carolyn Rocha?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Carolyn Rocha?
You can call them at +1 817-523-3196 or email carolyn.rocha@edwardjones.com for inquiries.
Where is Edward Jones - Financial Advisor: Carolyn Rocha located?
The office is located at 825 E Hwy 199, Suite 101, Springtown, TX 76082, United States.
Does Edward Jones - Financial Advisor: Carolyn Rocha have an online presence?
Yes, they have a LinkedIn profile and Facebook page, and offer mobile apps available on iOS and Android.
Who are some competitors of Edward Jones in Springtown, TX?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Carolyn Rocha?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Julie M Woods, which can offer alternative or additional financial services.
What local businesses near Edward Jones might be useful for clients?
Clients might visit Pinnacle Bank for banking needs or Anne Land Real Estate for property matters near Edward Jones.
Are there places to eat or relax near Edward Jones in Springtown?
Nearby, you can enjoy refreshments at Quill Up Nutrition or Frosty's Snowcones, both offering smoothies, bakery items, and cafe services.
How can nearby health and wellness services complement a visit to Edward Jones?
After a financial consultation, clients might access nearby health services like Ballard Family Dentistry or Dr. James Wooten DC for dental or chiropractic care.