Edward Jones - Financial Advisor Caleb K Clark, CIMA

Photo of Edward Jones - Financial Advisor Caleb K Clark, CIMA

Located in Houston, Texas

Address: 124 E Bandera Rd STE 204, Boerne, TX 78006, United States

Phone: +1 830-428-0097

Rating: 5

Services

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets
  • Appointments recommended

Categories

  • Investment service
  • Finance broker
  • Financial consultant
  • Stock broker

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Comments

  • Review 1 (2024-10-28 - Rating: 5)

    Caleb has been great with keeping us very well informed on all aspects of our financial strategies and goals. We have used several different financial advisors in the last 40 years and he by far has been the best and most informative. We are glad we switched to Caleb two years ago! We have the best returns on our investments that we’ve ever had! We appreciate his dedication for going above & beyond for us!

  • Review 2 (2024-05-06 - Rating: 5)

    Years ago no was told β€œdon’t look at the deal, look into the person”. Words of wisdom! Caleb is a person with extremely high standards, exemplary character qualities, and exceptional moral integrity. Because that is how he lives personally and professionally, his knowledge and customer service skills combined are why I only trust Caleb (and God) with my portfolio! He is the BEST!Thank you Caleb for providing solid wisdom and advice for my individual situation.

  • Review 3 (2024-04-14 - Rating: 5)

    Caleb Clark is an excellent advisor! He explained in great detail and also provided scenarios which were realistic and applicable to my personal needs. Caleb is both knowledgeable and personable; which for me, was a requirement.I am a recent widow and Calebs serviceshelped to make the entire process seem easy, at a most difficult time. I would highly recommend his services to anyone!

  • Review 4 (2024-01-25 - Rating: 5)

    Caleb is highly informative on all aspects of investing, savings, and growing. As a young single female, it is imperative that my money grow and I feel safe and secure. He has in depth knowledge that has surpassed any of his colleagues and offers strategies that keep your money growing without the fear of the fluctuating markets. He is easily accessible during any time and offers compassion and empathy during hard times, but comes with a strategic plan to help navigate those difficult times. Highly recommend!!!!

  • Review 5 (2024-04-16 - Rating: 5)

    Kim McCracken - Caleb is an exceptional financial advisor! Professional, quick to respond and knowledgeable!