Edward Jones - Financial Advisor David D Green, CRPC

Located in Houston, Texas

Address: 20475 TX-249 Suite 425, Houston, TX 77070, United States

Phone: +1 281-370-0036

Rating: 5

Review 1 (2021-02-09 - Rating: 5)
I want to encourage you to check David Green out for any financial services.. David and Joan have been extremely helpful, with our finances,and all of my questions. When he moved to another company. We tried to stay where we started, BUT ended up moving our finances, to join him again. Im SO grateful , I now have the best help around!!!. They have gone out of their way to help with planning, suggestions, investing, transitioning to retirement, and prioritize my goals for the future.. and even helping me with explaining some of my tax forms.. His experience and knowledge is top notch..With the pandemic, we even have done planning over the phone and he has helped expanded my long term growth

Review 2 (2020-03-06 - Rating: 5)
As a client of David Green for the last seven years, I can say that I have full trust in his judgment in dealing with my financial needs. He is quick to respond with thoughtful recommendations when changes need to be made within my portfolio.