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: Donna L Phelps, CEPA®
1000 W Hwy 6, Waco, TX
76712, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Donna L Phelps, CEPA®
What types of investment services does Edward Jones - Financial Advisor: Donna L Phelps offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Donna L Phelps located?
The office is located at 1000 W Hwy 6, Suite 340, The Ridge, Waco, TX 76712, USA.
What are the business hours for Edward Jones - Financial Advisor: Donna L Phelps?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Donna L Phelps?
You can contact the office by phone at +1 254-751-9613 or by email at donna.phelps@edwardjones.com.
How can I schedule an appointment with Donna L Phelps, the financial advisor?
You can schedule an appointment via the online contact form at https://www.edwardjones.com/us-en/financial-advisor/donna-phelps/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Donna L Phelps?
The primary language spoken at this office is English.
Is there a mobile app to access Edward Jones financial services?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for convenient access to your financial accounts.
What other financial advisory firms are competitors to Edward Jones in this area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby medical facilities can complement a visit to Edward Jones in Waco?
Nearby medical facilities include Texas Cardiac Arrhythmia - Waco, Genesis Back and Neck, and William A. Peper MD, which customers may visit before or after their financial consultations.
Are there any wellness or therapy services near Edward Jones - Financial Advisor: Donna L Phelps?
Yes, options include Sorelle Kristi psychotherapist, KSpa Massage & Wellness Center, and Thriveworks Counseling & Psychiatry nearby, providing wellness and mental health support.
What nearby businesses can assist with insurance or legal needs around Edward Jones?
Kevin Krause - State Farm Insurance Agent and The Tisdale Law Firm are nearby and can assist customers with insurance and legal services respectively.