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: Josh Satterfield, CFP®|CEPA®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Satterfield, CFP®|CEPA®|AAMS®
What type of financial services does Edward Jones - Financial Advisor: Josh Satterfield provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Josh Satterfield located?
The office is located at 7804 Central Park Drive, Woodway, TX, 76712, US.
What are the office hours for Edward Jones - Financial Advisor: Josh Satterfield?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Josh Satterfield?
You can reach them by phone at +1 254-420-2145 or email at josh.satterfield@edwardjones.com.
Is it possible to schedule a consultation online with Josh Satterfield?
Yes, you can make a reservation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-satterfield/contact/
Does Edward Jones - Financial Advisor: Josh Satterfield have a mobile app?
Yes, they offer a mobile app available for Android and iOS devices for convenient access to services.
What languages are spoken at Edward Jones - Financial Advisor: Josh Satterfield?
English is the primary language spoken at this office.
Which nearby financial service can complement my visit to Edward Jones?
Swift Financial Services, LLC, a local financial service and accountant nearby, can provide additional financial support and services.
Are there any nearby credit unions where I can manage banking alongside my investment planning?
Yes, C-T-Waco Federal Credit Union is close by and offers banking and ATM services near Edward Jones.
What nearby amenities are available if I want to explore the area before or after my appointment at Edward Jones?
Nearby places include multiple beauty salons such as Trendz Salon and Kayla Zimmerman Hair Co., as well as restaurants like Union Grove and Armstrong's Bayou Cafe for dining options.