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: Shawna B Bradfute, AAMS®
5401 Crosslake Parkway, Waco, TX
76712, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
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1 star
1
- PMPriscilla MichelleJun 15, 20231.0I cannot recommend. Shawna advised me to set up a 401k for my business with only 2 employees. I asked what would happen if I sold the business. I was told the 401k could simply be rolled over to an IRA. That change actually incurred a cost of $750 for termination. I had also asked if the fees were worthwhile for a plan with only 2 employees. Of course, she assured me ghe tax benefits outweighed the fees. Yes, the fees are disclosed, but not specific amounts or how they are calculated. In 7 months time, I paid $4,685 in fees for the 401k plan management. In my opinion, this was obviously terrible advice and misleading. For a small business, it is a huge expense and an unwise decision. I expressed my outrage and disappointment to no avail. The worst part was her absolute disregard and lack of concern regarding her poor advice causing my financial loss.
- LSLeah StanleyFeb 12, 20215.0Richard is the best
- JSJoseph StepanskiMay 16, 20185.0I’ve met many advisors before, but none like Shawna! She took the time to really get to know me, my family, and our financial goals. I feel like God lead us to her and I enjoy our financial conversations now! Thank you Shawna!
Frequently Asked Questions About Edward Jones - Financial Advisor: Shawna B Bradfute, AAMS®
What personalized investment services does Edward Jones offer in Waco, TX?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual clients.
What are the business hours for Edward Jones - Financial Advisor: Shawna B Bradfute?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Shawna B Bradfute located?
The office is located at 5401 Crosslake Parkway, Suite 300, Waco, TX 76712, United States.
How can I contact Shawna B Bradfute at Edward Jones?
You can call the main phone number at +1 254-613-8887, use the alternate phone +1 254-358-3266, or email shawna.bradfute@edwardjones.com.
Are there any mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for convenient access.
How can I schedule a consultation with Shawna B Bradfute?
You can make a reservation or schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/shawna-bradfute/contact/
What other financial advisory competitors are nearby Edward Jones in Waco?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What dining options are near Edward Jones on Crosslake Parkway?
Nearby dining options include Fish City Grill (seafood), Lounge 93 (American restaurant and cocktail bar), Saltgrass Steak House (steakhouse), Walk-On's (sports bar), P.F. Chang's China Bistro (Chinese), Chuy's and Los CuCOs Mexican Cafe (Tex-Mex).
Are there any urgent care or healthcare facilities near Edward Jones?
Yes, nearby healthcare facilities include CareNow Urgent Care, FastMed Urgent Care, Texan Urgent Care, Premier Family Dental, and Baylor Scott & White Outpatient Neuro Rehabilitation.
What hotels are conveniently located near Edward Jones in Waco?
Hotels near Edward Jones include Homewood Suites by Hilton Waco, TownePlace Suites Waco South, Hilton Garden Inn Waco, and Holiday Inn Express & Suites Waco South.