Edward Jones - Financial Advisor Marcos S Helms, AAMSCRPC

Located in Houston, Texas

Address: 24210 Westheimer Pkwy Suite 500, Katy, TX 77494, United States

Phone: +1 281-574-8843

Rating: 5

Review 1 (2020-05-21 - Rating: 5)
I have been working with Marcos Helms for the past few years since my mid-twenties and have moved around the country with him serving as my financial advisor. My experience working with Marcos has been nothing short of consistently excellent. Marcos is incredibly empathetic, trustworthy, professional, leads with a fiduciary mindset, and is just an overall amazing person. He is super down-to-earth, relatable, and knowledgeable in his space as a financial advisor with Edward Jones, and I would gladly recommend him to any person seeking financial advising at any stage in their life.

Review 2 (2020-06-05 - Rating: 5)
Marcos is an excellent listener to his clients, and with depth of knowledge presents financial scenarios that best fit both short- and long-term goals. He is able to break down and explain complex terms so that even children can understand the importance of saving and investing. He is honest, respectful and genuine and this shows not only in his profession but also in the voluntary work that he does in his community as well.

Review 3 (2020-06-09 - Rating: 5)
Having once worked in this industry, there are many things that I would look for in a FA. The top of this list are trust, knowledge, professionalism, attentiveness and a genuine care for their clients. Marcos is all this plus more. I have been a client of Marcos for many years and would recommend him to anyone who is looking for a great Financial Advisor. Although he is located in Katy, TX, his attentiveness to clients across many states, like me, is beyond amazing.

Review 4 (2020-09-21 - Rating: 5)
Marcos has been my financial advisor since 2015. During that time there has been great times and truly dismal times and Marcos has been the guidance that has kept my financial future is great shape throughout. If you are looking for good, solid, and financially sound advice, contact Marcos Helms with Edwards Jones in Katy Texas

Review 5 (2020-06-09 - Rating: 5)
Beneath Marcos quick smile and fun-loving approach to life is a smart professional who knows how to guide and care for his clients. He and Charlotte are wonderful to deal with, but most importantly I trust them!

Review 6 (2020-05-20 - Rating: 5)
Marcos has been my FA for more than 4 years. I am glad to have located him and am very pleased with the level of attention I get from him and his office staff. They are always available to answer my questions.

Review 7 (2020-06-05 - Rating: 5)
Marcos has been my financial advisor for years and is great at checking in with you and advising before making any big decisions.