• Edward Jones - David Lee, Financial Advisor

    Categories

    Financial Services

    About Us

    Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, or reduce your tax bill, you can expect personalized service and a great partnership.

    Highlights

    • Retirement Planning
    • Investment Strategies
    • LIfe & Long-Term Care Insurance
    • Small Business Retirement Plans
    • Free, No-Obligation Portfolio Review & Retirement Readiness Assessment

    Images

    Supporting our local events at the Creekside Park Village Center
    The Woodlands Area Chamber of Commerce Official Ribbon-Cutting

    Rep/Contact Info

    Card image cap
    David Lee
    Financial Advisor
  • Chamber Events