Financial consultant Edward Jones – Financial Advisor: Robert J Holman, CFP® 3426 S University Dr, Fort Worth, TX 76109

Welcome to Edward Jones – Financial Advisor Robert J Holman, CFP®, located at 3426 S University Dr, Fort Worth, TX. With a focus on providing personalized financial consulting, Robert J Holman is dedicated to helping clients navigate their financial journeys. Whether you are looking for assistance with investment strategies, retirement planning, or overall financial management, Robert is here to guide you. To learn more about his services or to schedule a consultation, feel free to call (817) 922-8934 or visit the Edward Jones website.

Services Offered

Investment Strategies
Retirement Planning
College Savings Plans
Insurance Review
Estate Planning

How Engagements Work

During your initial consultation, Robert will discuss your financial goals, assess your current financial situation, and recommend strategies tailored to your needs. You may want to bring documents such as your income statements, bank statements, and any investment accounts for a comprehensive review.

What to Expect

Expect a personalized approach as Robert takes the time to understand your unique financial situation. He will provide clear explanations and answer any questions you may have about your financial future.

How to Find Us

Visit us at 3426 S University Dr, Fort Worth, TX 76109. For directions, you can use Google Maps.

Frequently Asked Questions

What types of clients do you work with? We work with individuals, families, and small businesses seeking financial guidance.
How are your services charged? Our services may involve fees based on assets under management or a flat fee model; we will discuss this during your consultation.
Can I meet with you virtually? Yes, we offer virtual consultations for your convenience.
What should I prepare before our meeting? Bring any financial documents that may help us understand your current situation, such as income statements and investment account details.
How often will we meet? Meeting frequency will depend on your needs and preferences; we can discuss a schedule that works for you.
Do you offer estate planning services? Yes, we can assist with estate planning strategies as part of our comprehensive financial services.
What is your investment philosophy? We focus on long-term growth and risk management tailored to your financial goals.
How do I start the process? Simply call us at (817) 922-8934 to schedule your initial consultation.

Informational only — not legal, financial, or insurance advice.

Financial consultant Edward Jones – Financial Advisor: Robert J Holman, CFP®
3426 S University Dr, Fort Worth, TX 76109
(817) 922-8934
https://www.edwardjones.com/us-en/financial-advisor/robert-holman

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