Edward Jones - Financial Advisor: Jason F Munoz, AAMS®
Investment Services Katy
Retirement Ready?Try Our Calculator and See!
- Landline
- (281) 828-0881
- [email protected]
- @EdwardJones
- Video
- www.youtube.com
- Website
- www.edwardjones.com
- Reservations
- www.edwardjones.com
Description
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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!
Opening hours
Categories
Investment Services(281)828-0881 (281)-828-0881 +12818280881