Edward Jones - Financial Advisor: Jason F Munoz, CEPA®|AAMS®
Investment Services Katy
Retirement Ready?Try Our Calculator and See!
- Landline
- (281) 828-0881
- jason.munoz@edwardjones.com
- @EdwardJones
- Video
- www.youtube.com
- Website
- www.edwardjones.com
- Reservations
- www.edwardjones.com
Description
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
Reviews
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Marsha Kamish wrote on 31.12.2019Great investment partner!
Not only is Jason a nice person but he also knows his business. I lost a lot of money using Fidelity. They constantly changed my advisor, money was going down the drain, no one cared. I transferred everything I had (not that much really) to Jason and not only did I not lose money but I gained about 8% over the one year I've partnered with him. I am definitely a small investor but Jason treats me as if I had a million dollars in my account. Jason insists we touch base each quarter. He shows me where we are, mentions if he thinks I should switch to a different sector or whatever, and totally keeps me grounded financially. I can't say enough good things about Jason or his assistant, Carolyn. I'm looking forward to more good news in 2020 with Jason Munoz and Edward Jones!
Categories
Investment Services(281)828-0881 (281)-828-0881 +12818280881
Map 23501 Cinco Ranch Blvd
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