Edward Jones - Financial Advisor Lucas Coffey, CFPChFCABFPAAMSCRPC
Located in Houston, Texas
Address: 4519 Mills Park Cir Ste 400, College Station, TX 77845, United States
Phone: +1 979-269-8413
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
Photos
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Comments
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Review 1 (2024-10-10 - Rating: 5)
Weve been working with Lucas Coffey of Edward Jones in College Station for several months now, and it has been a great experience. Lucas is good at asking questions, because I dont always have the vocabulary to tell him exactly what I want. He asked good questions, and then listened to what my goals were. Not only financial goals, but also just life goals in general. He then made some suggestions on where to put our money. For us, he created a short term plan (that has had a good return), and also a long term plan. The best part is he called and followed up to see if we were ready to implement the long-term yet (I had forgotten). He is also working with our child to create a portfolio for his future as well. -
Review 2 (2020-07-04 - Rating: 5)
We have been working with Lucas for a few years now. He has helped us with our retirement investments and life insurance needs. He has been so professional, diligent, warm and helpful! We greatly value his expertise and desire to help us make the most of our finances! We HIGHLY recommend choosing to work with Lucas!