Edward Jones - Financial Advisor David P Field, CFPCEPAAAMSCRPS

Located in Houston, Texas

Address: 430 S State Hwy 5, Fairview, TX 75069, United States

Phone: +1 972-548-5027

Rating: 4.5

Review 1 (2023-08-18 - Rating: 5)
David is a great financial advisor. He has provided insight and guidance to me and my family for over 10 years. He took time to discuss investing with my teenage daughter and also assisted with providing information to staff members at my work place. David and his team takes time to review all goals and provides a plan to help you achieve those goal. I appreciate all their help and support throughout the years! Great job and would highly recommend.

Review 2 (2023-08-21 - Rating: 5)
David is the consummate professional. He has handled our financial planning for 10+ years and we couldnt be happier. During that time we transitioned from a more aggressive growth stage to retirement planning, and he has helped us get to a point where we dont have to worry about our financial future. He is smart, attentive, transparent, and always keeping us up to date with market conditions to insure we understand the impact on our planning. I highly recommend David to anyone looking for a financial planner.

Review 3 (2023-08-21 - Rating: 5)
David and his team have been our financial advisor for about 11 years. My wife and I are both retired now. He has been very supportive in keeping us informed of our accounts performance and recommendations for funds management during the hard times of Covid. We feel confident that our funds will be there for us and his team will respond to our needs. Keep up the good work!

Review 4 (2022-08-18 - Rating: 5)
We have had David as our Financial Advisor eleven years and couldnt be happier. He keeps us up to date on advise as the market changes, which has worked out very well.We highly recommend him and his team.

Review 5 (2024-06-27 - Rating: 5)
Fantastic advisor and easy to work with. David gives me comfort knowing all my investments are handled appropriately and responsibly.

Review 6 (2018-08-11 - Rating: 5)
David Field has been a fantastic advisor and partner through our time working together. He takes the time to understand what is important to me and builds a tailored solution to help me reach my goals. I would recommend David to anybody who is serious about their financial future!

Review 7 (2023-08-21 - Rating: 5)
David has been our Financial Advisor for many years. The branch team is excellent. I feel very fortunate to be a client.

Review 8 (2022-08-18 - Rating: 5)
David has been my advisor for many years. He has been very professional in all aspects of marketing and retirement planning.

Review 9 (2022-09-06 - Rating: 5)
David and his staff have been very welcoming. Anytime I’ve had a question or concern, they gave me the time needed to answer my questions. Thank you!