Edward Jones - Financial Advisor: David Lee

Edward Jones - Financial Advisor: David Lee

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Taste of the Town 2020 is possible thanks to the involvement of our sponsors, contributors and media partners!

We appreciate your support:

Bayway Cadillac of The Woodlands
Enterprise Holdings Inc
The Woodlands Waterway Marriott Hotel & Convention Center
America's ER Medical Centers
Waste Connections of Texas - Houston
Pepsi
Woodforest National Bank
CareNow
Woodforest Development by Johnson Development
Renewal by Andersen of Houston
The Woodhouse Day Spa
Avenida Brazil Woodlands
Mellisa Ray Insurance Agency
Outback Western Wear
The Abbey on Lake Wyndemere
Champions School of Real Estate
Morgan Bourque, Texas Trial Attorney
The Richmond Realty Group RE/MAX The Woodlands & Spring
We Clean 4 You
Haynie & Company - The Woodlands
Christine Hale Realty Group
RE/MAX The Woodlands & Spring
Martha Turner Sotheby’s International Realty-Houston, TX.
Memorial Hermann (The Woodlands Medical Center)
Blackwood Gun Club
IGS Homeworks
Memories Matter Photo Booths
Edward Jones - Financial Advisor: Bill Gervasi
Edward Jones - Financial Advisor: David Lee
Hand & Stone Massage &Facial Spa
JD Precision Plumbing Services
Speedsportz Racing Park North Houston
Weygandt Law
Benchmark Bank - The Woodlands
AAA Texas
Quality of Life Chiropractic
The Bolton Law Firm, PC
The Woodlands Christian Academy
Tachus LLC.
Just Cats Veterinary Clinic
Little Sunshine's Playhouse and Preschool of The Woodlands
The Cynthia Woods Mitchell Pavilion
Community Impact The Woodlands
Hello Woodlands
Woodlands Online
Kstar Country
Taylorized PR

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: David Lee, Financial service, Creekside Village Center, 26400 Kuykendahl Rd., Bldg C, Ste 250, The Woodlands, TX.

Operating as usual

Timeline photos 04/11/2022

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

Timeline photos 04/11/2022

Calling all pet parents for National Pet Day! Drop a photo of your furry (or scaly) friend in the comments below.

Start planning your estate 04/07/2022

Start planning your estate

Have you taken the time to start planning your estate? If you haven't, you're not alone. Here are some scenarios to help get you started.

Start planning your estate 3 scenarios to get you started

Edward Jones webinars (US|EN) 04/07/2022

Edward Jones webinars (US|EN)

You've seen the headlines, but how exactly does cryptocurrency work – and what are the implications of investing in it? Register for this upcoming webinar.

Edward Jones webinars (US|EN) Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

Edward Jones webinars (US|EN) 03/28/2022

Edward Jones webinars (US|EN)

When the market swings, learn how to keep your emotions in check. Register today for our Investing and Emotions webinar.

Edward Jones webinars (US|EN) Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

How will inflation affect your retirement? 03/21/2022

How will inflation affect your retirement?

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust your investment strategy?

How will inflation affect your retirement? Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

Weekly market wrap 03/12/2022

Weekly market wrap

Weekly market wrap for March 7 - 11
Published March 11, 2022

Weekly market wrap A summary of last week's market highlights and economic news.

Market Pulse: Markets wrestle with a commodity price shock 03/08/2022

Market Pulse: Markets wrestle with a commodity price shock

Market Pulse: Markets wrestle with a commodity price shock Our take on its impact

Weekly market wrap 03/07/2022

Weekly market wrap

Weekly market wrap for week ending March 3, 2022

Weekly market wrap A summary of last week's market highlights and economic news.

Taxes: The Basics 02/10/2022

Taxes: The Basics

Feeling overwhelmed about tax season? Take this short, interactive lesson to help you feel comfortable and get prepared.

Taxes: The Basics Understand why managing your taxes is so important. From Edward Jones and EVERFI

Timeline photos 01/25/2022

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

Why you should name beneficiaries 01/24/2022

Why you should name beneficiaries

It may feel daunting to review your accounts and identify your options, but working together to help you name your beneficiaries is important to your overall estate strategy.

Why you should name beneficiaries Where to begin

Estate planning glossary 01/24/2022

Estate planning glossary

Are you planning your estate and need help understanding some of the terms? Read through our estate planning glossary to familiarize yourself with the lingo.

Estate planning glossary Know the terms

How to start investing 01/14/2022

How to start investing

Ready to take your first steps into the world of investing? Together, we can outline some ways to help get you started.

How to start investing 7 ways to get started

Timeline photos 01/13/2022

Need help reaching your 2022 financial goals? We’ve got you covered. Get in touch so we can help you create practical strategies and guide you every step of the way.

Timeline photos 01/10/2022

Penny Pennington, our managing partner, talks about the steps we take to help prepare you for retirement.

How we work together 12/20/2021

How we work together

Do you like making decisions about your investments but still want the guidance of a financial advisor? We have an approach that might be the one for you.

How we work together See which solution is right for you

NYSE: History of the Bell 12/12/2021

NYSE: History of the Bell

https://www.nyse.com/bell/history?fbclid=IwAR03mo8FcNG-278nCxHzyzB0toPg46j5bLNW6pwxNW4tiYVaGb2y0rZhYPE

NYSE: History of the Bell One of the most familiar images of the NYSE on the evening news is the loud ringing of a bell, signaling the opening or closing of the day’s trading. Trading floor bells are more than just a colorful tradition. They are critical to the orderly functioning of the marketplace, assuring that no trade...

10 Things You Should Know About Capital Gains 12/11/2021

10 Things You Should Know About Capital Gains

You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents. Here’s what you need to know about capital gains and your taxes.

10 Things You Should Know About Capital Gains Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

25 Things You Should Do Before Boarding a Plane, According to a Frequent Flier 12/10/2021

25 Things You Should Do Before Boarding a Plane, According to a Frequent Flier

Dealing with travel stress? As you get ready for 2022, Travel + Leisure has rounded up 25 things you should do before you travel for a safe and easy trip.

25 Things You Should Do Before Boarding a Plane, According to a Frequent Flier Air travel can be stressful, so we've rounded up 25 things you should do before your next flight so you can relax and know that you're totally prepared.

Saving for retirement or education? 12/09/2021

Saving for retirement or education?

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

Saving for retirement or education? You can do both

Year-end moves for your financial strategy 12/04/2021

Year-end moves for your financial strategy

I can help you evaluate these and other year-end strategies.

Year-end moves for your financial strategy This year-end checklist highlights actions you can take to help keep your financial strategy on track.

What your credit score means 12/03/2021

What your credit score means

If you want to borrow money, your credit score can mean the difference between an affordable option and no option at all.

What your credit score means Are you keeping score?

How to talk to your children about inheritance 12/02/2021

How to talk to your children about inheritance

It can be difficult to discuss your end-of-life plans with your children. Here are three pointers.

How to talk to your children about inheritance Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

Charitable giving: Answering your questions 12/02/2021

Charitable giving: Answering your questions

Here are answers to some commonly asked questions.

Charitable giving: Answering your questions Are you wondering how to make the most of your charitable giving? By strategically planning your gifts, you can help your charity and yourself. Here are answers to some commonly asked questions.

Virtual HQ 11/30/2021

Virtual HQ

Giving Tuesday is a perfect time to give back to your community. If you’re looking for ideas on how to participate, find your local Giving Tuesday movement here.

Virtual HQ GivingTuesday is a global movement that reimagines a world built upon shared humanity and radical generosity.

Timeline photos 11/29/2021

Do you have a strategy in place to protect your wealth? If not, send me a message and we can start exploring a strategy designed just for you.

Daily market recap 11/26/2021

Daily market recap

Daily market recap How did the financial markets perform today? Get today's stock market news now.

We’re making a difference 11/26/2021

We’re making a difference

Edward Jones is a purpose-driven organization that partners with major charities on issues involving health, education, racial justice and the environment. Learn more about our philanthropic efforts.

We’re making a difference See how we’re involved

Happy Thanksgiving 11/24/2021

Happy Thanksgiving

May the holiday bring wonderful things in abundance that stay with you all year long.

Happy Thanksgiving Feeling grateful and giving thanks.

Timeline photos 11/22/2021

A 401(k) is one of the many vehicles that support your goals in retirement. Let’s find a time to talk about your retirement plans.

[EDJ2021]

Wealth Strategies (US|En) 11/22/2021

Wealth Strategies (US|En)

For every goal, there's a way to get there. Together we can make a plan to protect your wealth and help you manage it with the right account and service offerings.

Wealth Strategies (US|En) We offer solutions to create a better future for you, those around you and future generations.www.edwardjones.com/us-en

Find a financial advisor 11/18/2021

Find a financial advisor

When it’s time to pick your financial advisor, we want to make sure your goals and needs drive you to a good fit. Check out our hub filled with resources that can help you make the right choice for you.

Find a financial advisor Let’s work together

Common questions about estate planning 11/18/2021

Common questions about estate planning

From probate and types of trusts to how to select a trustee, we’ve answered the most common questions on estate planning. When you’re ready, let’s talk about how you can take the next step in your estate strategy.

Common questions about estate planning We’ve answered them

4 steps to get your finances back on track if Covid disrupted your income 11/11/2021

4 steps to get your finances back on track if Covid disrupted your income

The pandemic has brought on some unexpected events, and for many, financial disruptions. Here's how you can get back on track if COVID-19 took a toll on your finances.

4 steps to get your finances back on track if Covid disrupted your income If you're in a better place now and trying to get your finances back on track, here's a checklist of four steps to take.

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Telephone

Address


Creekside Village Center, 26400 Kuykendahl Rd., Bldg C, Ste 250
The Woodlands, TX
77375

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

Other Financial Services in The Woodlands (show all)
Head Team - Texas Premier Mortgage- NMLS # 291786 Head Team - Texas Premier Mortgage- NMLS # 291786
2001 Timberloch Place Suite 500
The Woodlands, 77380

Lending expert in the community specializing in residential home loans. We offer purchase, refinance, and home equity loan options.

Mellisa Ray Insurance Agency Mellisa Ray Insurance Agency
25903 Interstate 45
The Woodlands, 77380

The Mellisa Ray Agency offering top Insurance Cos~we are looking out for YOU! Providing a full range of insurance products since 1993. Home~Auto~Commercial~Toys~Flood Life~Med Supp Call us today, 281-364-9994

Edward Jones-Financial Advisor: Scott Brieger Edward Jones-Financial Advisor: Scott Brieger
1400 Woodloch Forest Dr. Suite 530
The Woodlands, 77380

Romanchuk & Co. Romanchuk & Co.
1780 Hughes Landing Blvd., Suite 565
The Woodlands, 77380

Romanchuk & Co. is a boutique investment banking and financial advisory services firm based in The Woodlands, Texas.

Edward Jones-Financial Advisor: Eric La Manna Edward Jones-Financial Advisor: Eric La Manna
2219 Sawdust Road Suite 2002
The Woodlands, 77380

Edward Jones - Financial Advisor: Zac Pyles Edward Jones - Financial Advisor: Zac Pyles
2203 Timberloch Place, Suite 129
The Woodlands, 77380

Catalano Financial Catalano Financial
1095 Evergreen Circle Suite 200
The Woodlands, 77380

Providing financial advice covering the 5 major areas of planning: Cash Flow, Estate, Investment, Insurance and Tax.

Renee Langdon - State Farm Renee Langdon - State Farm
4775 W. Panther Creek Drive; Suite 330
The Woodlands, 77381

The Renee Langdon Team is honored to serve The Woodlands, Spring and the surrounding areas with Insurance and Financial Services. We're easy to find. We are in Panther Creek Village Center near the Children's Museum.

Blue Wealth Solutions Inc. Blue Wealth Solutions Inc.
The Woodlands

BlueWealthSolutions Inc, is a financial research, wealth building & educational company focused on wealth creation, asset accumulation with God’s Money Gold and Silver. It’s Faith Based wealth creation for generational change!

Brad Glenn - Harman Wealth Management Brad Glenn - Harman Wealth Management
The Woodlands, 77380

After 24 years of military service in the United States Air Force, I felt a calling to continue to serve others. Working at Harman Wealth Management allows me to fulfill that calling.

Republic Payment Systems Republic Payment Systems
1610 Woodstead Ct, Ste 150
The Woodlands, 77380

Located in The Woodlands, we are a merchant services provider for restaurants, bars and retail outlets.

Crystal Nguyen, Director of Operations, Totus Wealth Management Crystal Nguyen, Director of Operations, Totus Wealth Management
8505 Technology Forest Pl., Suite 604
The Woodlands, 77381

Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance.