Edward Jones - Financial Advisor: Donna J Alberts, CFP®|ChFC®|CEPA®
5.03 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: Donna J Alberts, CFP®|ChFC®|CEPA®
300 South Main Street, Weatherford, TX
76086, United States
Hours
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- MCMichael ConnallyOct 1, 20255.0Knowledgeable, transparent and trustworthy. We've been using her for years.
- STStephanie Thompson (Thompson)Jun 21, 20215.0Donna is the sweetest. She is very easy to talk to. Donna will help understand finances and investments. If you want to invest for your future invest with Donna Albert at Edward Jones.
- RARobert AmslerMay 12, 20215.0Donna Alberts has been an absolute pleasure to work with and very knowledgeable about investments. She was able to work with me to get what I wanted and the strategy’s in place to achieve my goals. I recommend this business and her services without question.
Frequently Asked Questions About Edward Jones - Financial Advisor: Donna J Alberts, CFP®|ChFC®|CEPA®
What services does Edward Jones - Financial Advisor Donna J Alberts offer?
Edward Jones, led by Donna J Alberts, offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor Donna J Alberts located?
The office is located at 300 South Main Street, Ste 200, Weatherford, TX 76086, USA.
What are the business hours for Edward Jones - Financial Advisor Donna J Alberts?
The office is open Monday to Thursday from 8:30 AM to 4:00 PM, and Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Donna Alberts, the financial advisor, directly?
You can reach Donna Alberts via phone at +1 817-596-5841 or by email at donna.alberts@edwardjones.com.
Is it possible to book an appointment with Donna Alberts online?
Yes, appointments can be scheduled online through Edward Jones' website at https://www.edwardjones.com/us-en/financial-advisor/donna-alberts/contact/.
Which languages does Edward Jones - Financial Advisor Donna J Alberts support?
Services are provided in English.
What nearby financial advisory services are located close to Edward Jones - Financial Advisor Donna J Alberts?
Nearby is another Edward Jones advisor, Shannon Clemons, offering financial advising services, which might be convenient for clients exploring multiple advisors.
What nearby dining options are available for clients visiting Edward Jones in Weatherford?
Clients can visit nearby restaurants such as Little Caesars Pizza for casual dining or Bamboo Garden Asian Cuisine for Chinese and Asian meals before or after their financial consultations.
Are there nearby services that clients might find useful along with their visit to Edward Jones?
Yes, nearby services include Liberty Tax for tax needs, Mary Beth Dennie for counseling and mental health, and The Hair Box or Salon A.D. & Co for beauty services.
What types of investment products does Edward Jones - Financial Advisor Donna J Alberts offer?
The office specializes in investment management including stocks and bonds, mutual funds, and provides advisory services tailored to individual financial goals.