Edward Jones - Financial Advisor: Brad Wilson, CFP®|AAMS®|CRPC™
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: Brad Wilson, CFP®|AAMS®|CRPC™
250 Sharron Dr, Woodway, TX
76712, United States
Hours
Reviews
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- JMJim MyersAug 3, 20235.0Very professional people here. Absolutely the best!
- LELaura EubanksSep 19, 20225.0I met Brad after receiving an inheritance my mother set up. She loved & trusted him. I do not live in the Waco area but Brad continues to oversee my accounts and now my retired husband's funds. I could find a local EJ advisor but no one I trust as much as Brad. He's a true family man and he treats us like family- not mere clients. Trust is VERY important so my money will stay with him. And his staff is top notch as well!!
- CMClaire ManleyMar 29, 20195.0Brad is excellent at what he does! We respect his honesty and integrity. He has a heart of a teacher to explain anything that could cause confusion in a simple way without making you feel dumb for asking a question. Highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brad Wilson, CFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Brad Wilson offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through tailored face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Brad Wilson?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Brad Wilson located?
The office is located at 250 Sharron Dr, Woodway, TX 76712, United States.
How can I contact Edward Jones - Financial Advisor: Brad Wilson?
You can call the office at +1 254-776-4337 or email brad.wilson@edwardjones.com.
Does Edward Jones - Financial Advisor: Brad Wilson have an online presence?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/brad-wilson or their Facebook page at https://www.facebook.com/713633278669990.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: Brad Wilson?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brad-wilson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Brad Wilson?
Services are provided in English.
What nearby services could I combine with a visit to Edward Jones - Financial Advisor: Brad Wilson?
You can visit nearby financial service providers like Pinnacle Insurance Group or Nationwide Mutual Insurance Company, or stop by dining options such as Brown House Cafe or Fuego Tortilla Grill for a meal before or after your appointment.
Are there any nearby healthcare facilities near Edward Jones - Financial Advisor: Brad Wilson?
Yes, nearby healthcare options include Premier ER and Urgent Care, Heart of Texas Smiles General & Cosmetic Dentistry, and Brazos Oral & Facial Surgery.
What nearby community resources are close to Edward Jones - Financial Advisor: Brad Wilson?
Local community centers and schools nearby include Forever Young Senior Center and Midway Independent School District, which may be of interest when visiting the area.