Edward Jones – Financial Advisor: Rachel M Vecera, AAMS®|CRPC™
Contact Information
-
Address
Financial consultant · · 100 Lexington St Ste 130, Fort Worth, TX, 76102 -
Phone
(817) 973-7607 -
Website
edwardjones.com
Location
About Edward Jones – Financial Advisor: Rachel M Vecera, AAMS®|CRPC™
Rachel M Vecera is a financial advisor with Edward Jones in Fort Worth, Texas, working with clients on business retirement plans, portfolio reviews, retirement savings strategies, and wealth strategies. She serves entrepreneurs and business owners as well as new investors, and she holds the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations. The office is accepting new clients and holds a 5.00 rating from the customers who have reviewed it.
The practice covers a defined set of focus areas: business retirement plans, entrepreneurs and business owners, portfolio reviews, new investors, retirement savings strategies, and wealth strategies. Rachel M Vecera works alongside Audrey Hogan, a Senior Branch Office Administrator who holds the FPQP designation. The office is open Monday through Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 3:00 PM, with web conferencing available as an additional option for meetings.
The office is at 100 Lexington St, Suite 130, in Fort Worth.
Clients who have reviewed the practice give it a 5.00 rating, reflecting a positive reception from those it has served.
Services:
- Estate planning
- Investment management
- Personalized financial planning
- Retirement planning
- Tax planning
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